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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 | $172,848 | $176,688-2.2% | $130,660+32.3% | $152,909+13.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 25.76% | 2693.08%-2667.3pp | 1709.29%-1683.5pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,909 | $5,743-66.8% | $4,092-53.4% | $4,764-59.9% |
| Participant deferral / active EE | $1,909 | $4,362-56.2% | $3,603-47.0% | $5,851-67.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |