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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 | $47,196 | $138,114-65.8% | $125,391-62.4% | $134,545-64.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.88% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,625 | $7,801-27.9% | $7,448-24.5% | $6,401-12.1% |
| Admin fee / account holder | $193 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |