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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 | $88,702-23.8% | $81,780-17.3% | $145,978-53.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.06% | 1029.12%-1012.1pp | 776.27%-759.2pp | 550.52%-533.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,584 | $4,645+63.3% | $4,321+75.5% | $6,690+13.4% |
| Admin fee / account holder | $297 | $8,414-96.5% | $7,384-96.0% | $13,400-97.8% |