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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 | $79,474 | $108,701-26.9% | $74,723+6.4% | $152,909-48.0% |
| Participation rate | 63.6% | 65.4%-1.7pp | 54.5%+9.2pp | 82.5%-18.8pp |
| Annual return | 38.53% | 114.12%-75.6pp | 753.18%-714.7pp | 345.46%-306.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |