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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 | $88,702-61.4% | $81,780-58.1% | $145,978-76.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 22.93% | 1029.12%-1006.2pp | 776.27%-753.3pp | 550.52%-527.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,550 | $4,645+41.0% | $4,321+51.6% | $6,690-2.1% |
| Admin fee / account holder | $77 | $8,414-99.1% | $7,384-99.0% | $13,400-99.4% |