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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 | $6,845 | $96,419-92.9% | $80,648-91.5% | $139,487-95.1% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 33.41% | 1352.86%-1319.5pp | 937.21%-903.8pp | 373.84%-340.4pp |
| Employer contribution / active EE | $432 | $3,261-86.8% | $2,724-84.1% | $4,755-90.9% |
| Participant deferral / active EE | $1,068 | $5,225-79.6% | $4,443-76.0% | $6,713-84.1% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |