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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 | $38,492 | $157,276-75.5% | $141,177-72.7% | $152,885-74.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 32.12% | 64.33%-32.2pp | 71.40%-39.3pp | 345.39%-313.3pp |
| Employer contribution / active EE | $3,623 | $5,262-31.1% | $4,736-23.5% | $4,763-23.9% |
| Participant deferral / active EE | $5,804 | $7,110-18.4% | $6,710-13.5% | $5,851-0.8% |
| Admin fee / account holder | $86 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |