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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,090 | $150,445-62.1% | $136,297-58.1% | $147,585-61.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.21% | 1049.14%-1030.9pp | 5156.16%-5137.9pp | 578.57%-560.4pp |
| Employer contribution / active EE | $1,218 | $5,256-76.8% | $4,696-74.1% | $4,876-75.0% |
| Participant deferral / active EE | $3,391 | $6,631-48.9% | $6,247-45.7% | $5,439-37.6% |
| Admin fee / account holder | $7 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |