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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 | $52,197 | $96,388-45.8% | $80,627-35.3% | $139,466-62.6% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 34.39% | 1352.08%-1317.7pp | 936.76%-902.4pp | 373.66%-339.3pp |
| Employer contribution / active EE | $1,276 | $3,260-60.9% | $2,723-53.2% | $4,754-73.2% |
| Participant deferral / active EE | $10,623 | $5,224+103.3% | $4,443+139.1% | $6,712+58.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |