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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 | $92,526 | $176,688-47.6% | $130,660-29.2% | $152,909-39.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 22.67% | 2693.08%-2670.4pp | 1709.29%-1686.6pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,044 | $5,743-64.4% | $4,092-50.0% | $4,764-57.1% |
| Participant deferral / active EE | $2,743 | $4,362-37.1% | $3,603-23.9% | $5,851-53.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |