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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 | $37,849 | $99,011-61.8% | $86,582-56.3% | $147,586-74.4% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 18.62% | 1312.75%-1294.1pp | 965.08%-946.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $518 | $3,132-83.5% | $2,839-81.8% | $4,876-89.4% |
| Participant deferral / active EE | $4,748 | $3,972+19.5% | $3,609+31.6% | $5,439-12.7% |
| Admin fee / account holder | $168 | $5,709-97.1% | $4,904-96.6% | $10,886-98.5% |