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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 | $19,365 | $173,397-88.8% | $135,987-85.8% | $145,877-86.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 23.45% | 1166.18%-1142.7pp | 580.01%-556.6pp | 551.28%-527.8pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,912 | $8,710-55.1% | $7,027-44.3% | $6,691-41.5% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |