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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 | $10,952 | $96,419-88.6% | $80,648-86.4% | $139,487-92.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 48.84% | 1352.86%-1304.0pp | 937.21%-888.4pp | 373.84%-325.0pp |
| Employer contribution / active EE | $1,273 | $3,261-61.0% | $2,724-53.2% | $4,755-73.2% |
| Participant deferral / active EE | $2,536 | $5,225-51.5% | $4,443-42.9% | $6,713-62.2% |
| Admin fee / account holder | $26 | $6,605-99.6% | $5,382-99.5% | $11,407-99.8% |