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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 | $41,270 | $138,102-70.1% | $125,381-67.1% | $134,532-69.3% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $9,085 | $5,245+73.2% | $4,815+88.7% | $4,741+91.6% |
| Participant deferral / active EE | $3,154 | $7,801-59.6% | $7,448-57.7% | $6,401-50.7% |
| Admin fee / account holder | $246 | $11,568-97.9% | $10,007-97.5% | $11,429-97.8% |