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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 | $58,018 | $99,011-41.4% | $86,582-33.0% | $147,586-60.7% |
| Participation rate | 26.1% | 76.3%-50.3pp | 73.5%-47.5pp | 82.8%-56.7pp |
| Annual return | 10.37% | 1312.75%-1302.4pp | 965.08%-954.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $858 | $3,132-72.6% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $1,492 | $3,972-62.4% | $3,609-58.7% | $5,439-72.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |