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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 | $65,727 | $124,175-47.1% | $108,405-39.4% | $167,536-60.8% |
| Participation rate | 58.8% | 82.3%-23.5pp | 80.1%-21.3pp | 82.1%-23.3pp |
| Annual return | 27.32% | 1380.13%-1352.8pp | 905.55%-878.2pp | 478.82%-451.5pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |