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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 | $28,899 | $97,729-70.4% | $83,830-65.5% | $135,379-78.7% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,351 | $4,222-44.3% | $3,631-35.2% | $4,779-50.8% |
| Participant deferral / active EE | $4,788 | $4,683+2.2% | $4,082+17.3% | $5,609-14.6% |
| Admin fee / account holder | $197 | $6,674-97.1% | $5,479-96.4% | $10,828-98.2% |