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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 | $27,772 | $138,114-79.9% | $125,391-77.9% | $134,545-79.4% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -18.64% | 750.88%-769.5pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,027 | $5,246-23.2% | $4,816-16.4% | $4,742-15.1% |
| Participant deferral / active EE | $9,986 | $7,801+28.0% | $7,448+34.1% | $6,401+56.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |