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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 | $168,857 | $92,743+82.1% | $82,744+104.1% | $134,532+25.5% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $5,977-99.7% | $5,325-99.7% | $11,429-99.9% |