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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 | $33,290 | $138,078-75.9% | $125,363-73.4% | $134,509-75.3% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | 49.89% | 750.49%-700.6pp | 572.15%-522.3pp | 418.13%-368.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,948 | $7,800-23.7% | $7,447-20.1% | $6,400-7.1% |
| Admin fee / account holder | $105 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |