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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 | $53,713 | $185,225-71.0% | $142,898-62.4% | $167,553-67.9% |
| Participation rate | 11.1% | 78.5%-67.4pp | 72.0%-60.8pp | 82.1%-71.0pp |
| Annual return | 18.48% | 8558.12%-8539.6pp | 5639.64%-5621.2pp | 478.89%-460.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,461 | $4,496-67.5% | $3,838-61.9% | $6,343-77.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |