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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 | $179,429 | $88,754+102.2% | $81,820+119.3% | $145,877+23.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 18.00% | 1031.77%-1013.8pp | 777.93%-759.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,967 | $4,648+222.0% | $4,323+246.3% | $6,691+123.7% |
| Admin fee / account holder | $50 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |