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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 | $63,930 | $97,729-34.6% | $83,830-23.7% | $135,379-52.8% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -9.03% | 1287.52%-1296.6pp | 850.97%-860.0pp | 519.79%-528.8pp |
| Employer contribution / active EE | $1,373 | $4,222-67.5% | $3,631-62.2% | $4,779-71.3% |
| Participant deferral / active EE | $9,045 | $4,683+93.2% | $4,082+121.6% | $5,609+61.3% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |