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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 | $176,500 | $108,695+62.4% | $74,722+136.2% | $152,897+15.4% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 0.55% | 114.11%-113.6pp | 753.11%-752.6pp | 345.43%-344.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |