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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 | $88,815+102.0% | $81,882+119.1% | $145,897+23.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 18.00% | 1033.75%-1015.7pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,967 | $4,647+222.1% | $4,323+246.2% | $6,689+123.7% |
| Admin fee / account holder | $50 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |