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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 | $47,088 | $68,097-30.9% | $62,929-25.2% | $137,256-65.7% |
| Participation rate | 30.8% | 77.4%-46.7pp | 73.1%-42.3pp | 80.0%-49.2pp |
| Annual return | 20.04% | 1859.11%-1839.1pp | 1063.93%-1043.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $628 | $2,811-77.6% | $2,505-74.9% | $4,156-84.9% |
| Participant deferral / active EE | $3,296 | $4,553-27.6% | $3,888-15.2% | $6,407-48.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |