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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 | $67,602 | $88,754-23.8% | $81,820-17.4% | $145,877-53.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.06% | 1031.77%-1014.7pp | 777.93%-760.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,584 | $4,648+63.2% | $4,323+75.4% | $6,691+13.4% |
| Admin fee / account holder | $297 | $8,424-96.5% | $7,391-96.0% | $13,402-97.8% |