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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 | $44,743 | $176,077-74.6% | $159,455-71.9% | $167,518-73.3% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 17.29% | 331.83%-314.5pp | 263.63%-246.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,365 | $7,751-56.6% | $7,353-54.2% | $6,342-46.9% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |