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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 | $34,229 | $88,815-61.5% | $81,882-58.2% | $145,897-76.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 22.93% | 1033.75%-1010.8pp | 779.47%-756.5pp | 552.29%-529.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,550 | $4,647+40.9% | $4,323+51.5% | $6,689-2.1% |
| Admin fee / account holder | $77 | $8,434-99.1% | $7,360-99.0% | $13,390-99.4% |