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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 | $113,652 | $159,978-29.0% | $147,041-22.7% | $145,978-22.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,665 | $5,288-30.7% | $4,935-25.7% | $4,662-21.4% |
| Participant deferral / active EE | $8,409 | $8,429-0.2% | $8,071+4.2% | $6,690+25.7% |
| Admin fee / account holder | $13 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |