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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 | $76,612 | $88,778-13.7% | $81,844-6.4% | $145,884-47.5% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.57% | 1033.03%-1019.5pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,625 | $4,648+107.1% | $4,323+122.6% | $6,690+43.9% |
| Admin fee / account holder | $42 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |