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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 | $19,315 | $88,754-78.2% | $81,820-76.4% | $145,877-86.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 14.25% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $354 | $3,085-88.5% | $2,915-87.9% | $4,663-92.4% |
| Participant deferral / active EE | $1,380 | $4,648-70.3% | $4,323-68.1% | $6,691-79.4% |
| Admin fee / account holder | $172 | $8,424-98.0% | $7,391-97.7% | $13,402-98.7% |