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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 | $25,733 | $110,039-76.6% | $97,260-73.5% | $145,884-82.4% |
| Participation rate | 30.4% | 75.9%-45.5pp | 72.7%-42.2pp | 80.3%-49.9pp |
| Annual return | 60.56% | 244.44%-183.9pp | 75.54%-15.0pp | 551.85%-491.3pp |
| Employer contribution / active EE | $1,481 | $3,074-51.8% | $2,721-45.6% | $4,662-68.2% |
| Participant deferral / active EE | $2,576 | $4,674-44.9% | $4,262-39.5% | $6,690-61.5% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |