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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 | $88,754-61.4% | $81,820-58.2% | $145,877-76.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 22.93% | 1031.77%-1008.8pp | 777.93%-755.0pp | 551.28%-528.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,550 | $4,648+40.9% | $4,323+51.5% | $6,691-2.1% |
| Admin fee / account holder | $77 | $8,424-99.1% | $7,391-99.0% | $13,402-99.4% |