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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 | $93,601 | $160,059-41.5% | $140,019-33.2% | $135,379-30.9% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.5%-31.2pp | 82.6%-26.4pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,217 | $6,420-49.9% | $5,605-42.6% | $4,779-32.7% |
| Participant deferral / active EE | $8,016 | $7,641+4.9% | $6,927+15.7% | $5,609+42.9% |
| Admin fee / account holder | $39 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |