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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 | $72,499 | $96,419-24.8% | $80,648-10.1% | $139,487-48.0% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 20.26% | 1352.86%-1332.6pp | 937.21%-917.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,997 | $5,225-42.6% | $4,443-32.5% | $6,713-55.3% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |