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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 | $67,475 | $84,684-20.3% | $73,835-8.6% | $125,388-46.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 0.88% | 3123.93%-3123.1pp | 2268.13%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $7,751 | $3,123+148.2% | $2,788+178.1% | $4,866+59.3% |
| Participant deferral / active EE | $12,853 | $3,993+221.9% | $3,583+258.7% | $5,352+140.2% |
| Admin fee / account holder | $63 | $5,691-98.9% | $4,880-98.7% | $9,541-99.3% |