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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 | $64,375 | $202,342-68.2% | $172,752-62.7% | $152,897-57.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.32% | 1029.83%-1003.5pp | 802.97%-776.6pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,919 | $5,858-67.2% | $5,144-62.7% | $4,764-59.7% |
| Participant deferral / active EE | $3,204 | $5,948-46.1% | $5,198-38.4% | $5,851-45.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |