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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 | $25,682 | $138,114-81.4% | $125,391-79.5% | $134,545-80.9% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -19.16% | 750.88%-770.0pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,013 | $5,246-61.6% | $4,816-58.2% | $4,742-57.6% |
| Participant deferral / active EE | $5,472 | $7,801-29.9% | $7,448-26.5% | $6,401-14.5% |
| Admin fee / account holder | $16 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |