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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 | $81,306 | $121,677-33.2% | $104,625-22.3% | $158,966-48.9% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 83.34% | 465.58%-382.2pp | 340.60%-257.3pp | 302.95%-219.6pp |
| Employer contribution / active EE | $1,257 | $3,165-60.3% | $2,681-53.1% | $4,762-73.6% |
| Participant deferral / active EE | $10,638 | $4,175+154.8% | $3,738+184.6% | $5,983+77.8% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |