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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 | $66,583 | $157,276-57.7% | $141,177-52.8% | $152,885-56.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,565 | $5,262-13.2% | $4,736-3.6% | $4,763-4.2% |
| Participant deferral / active EE | $6,766 | $7,110-4.8% | $6,710+0.8% | $5,851+15.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |