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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 | $109,571 | $208,088-47.3% | $186,193-41.2% | $154,746-29.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 0.00% | 89.97%-90.0pp | 78.03%-78.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,199 | $7,078-68.9% | $6,513-66.2% | $6,730-67.3% |
| Admin fee / account holder | $73 | $11,698-99.4% | $11,058-99.3% | $14,365-99.5% |