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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 | $46,980 | $202,342-76.8% | $172,753-72.8% | $152,909-69.3% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.5%-43.6pp |
| Annual return | 19.85% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,262 | $5,857-78.4% | $5,144-75.5% | $4,764-73.5% |
| Participant deferral / active EE | $2,483 | $5,948-58.2% | $5,198-52.2% | $5,851-57.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |