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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 | $32,579 | $202,440-83.9% | $169,390-80.8% | $139,466-76.6% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.2%-52.2pp | 80.3%-55.3pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,500 | $6,940+8.1% | $6,222+20.5% | $6,712+11.7% |
| Admin fee / account holder | $45 | $10,722-99.6% | $9,015-99.5% | $11,409-99.6% |