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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 | $70,121-32.8% | $63,803-26.2% | $138,895-66.1% |
| Participation rate | 30.8% | 77.2%-46.4pp | 72.7%-41.9pp | 79.9%-49.1pp |
| Annual return | 20.04% | 946.48%-926.4pp | 543.72%-523.7pp | 145.39%-125.4pp |
| Employer contribution / active EE | $628 | $2,882-78.2% | $2,532-75.2% | $4,194-85.0% |
| Participant deferral / active EE | $3,296 | $4,535-27.3% | $3,843-14.2% | $6,396-48.5% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |