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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 | $10,156 | $76,634-86.7% | $56,054-81.9% | $145,978-93.0% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 25.02% | 3004.33%-2979.3pp | 1705.95%-1680.9pp | 550.52%-525.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $627 | $2,622-76.1% | $1,952-67.9% | $6,690-90.6% |
| Admin fee / account holder | $27 | $3,321-99.2% | $2,822-99.1% | $13,400-99.8% |