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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 | $76,055 | $150,435-49.4% | $120,580-36.9% | $145,897-47.9% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 26.63% | 154.60%-128.0pp | 107.48%-80.8pp | 552.29%-525.7pp |
| Employer contribution / active EE | $1,900 | $4,352-56.3% | $3,469-45.2% | $4,663-59.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |