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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 | $18,797 | $76,519-75.4% | $56,025-66.4% | $145,897-87.1% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 17.67% | 3017.03%-2999.4pp | 1712.69%-1695.0pp | 552.29%-534.6pp |
| Employer contribution / active EE | $426 | $1,383-69.2% | $1,042-59.1% | $4,663-90.9% |
| Participant deferral / active EE | $599 | $2,624-77.2% | $1,955-69.3% | $6,689-91.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |