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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 | $151,941 | $183,978-17.4% | $162,171-6.3% | $152,885-0.6% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.5%-44.0pp |
| Annual return | 49.55% | 150.78%-101.2pp | 115.60%-66.1pp | 345.39%-295.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |