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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 | $83,717 | $138,114-39.4% | $125,391-33.2% | $134,545-37.8% |
| Participation rate | 52.6% | 84.5%-31.9pp | 82.4%-29.8pp | 81.2%-28.6pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,238 | $5,246-76.4% | $4,816-74.3% | $4,742-73.9% |
| Participant deferral / active EE | $6,464 | $7,801-17.1% | $7,448-13.2% | $6,401+1.0% |
| Admin fee / account holder | $142 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |