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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 | $51,354 | $159,978-67.9% | $147,041-65.1% | $145,978-64.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.22% | 98.36%-82.1pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,286 | $5,288-75.7% | $4,935-73.9% | $4,662-72.4% |
| Participant deferral / active EE | $5,467 | $8,429-35.1% | $8,071-32.3% | $6,690-18.3% |
| Admin fee / account holder | $52 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |