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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 | $20,370 | $88,778-77.1% | $81,844-75.1% | $145,884-86.0% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 14.72% | 1033.03%-1018.3pp | 778.87%-764.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $753 | $4,648-83.8% | $4,323-82.6% | $6,690-88.7% |
| Admin fee / account holder | $81 | $8,430-99.0% | $7,355-98.9% | $13,392-99.4% |