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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 | $52,968 | $88,778-40.3% | $81,844-35.3% | $145,884-63.7% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 132.97% | 1033.03%-900.1pp | 778.87%-645.9pp | 551.85%-418.9pp |
| Employer contribution / active EE | $626 | $3,087-79.7% | $2,916-78.5% | $4,662-86.6% |
| Participant deferral / active EE | $3,082 | $4,648-33.7% | $4,323-28.7% | $6,690-53.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |