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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 | $38,940 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 25.57% | 1049.15%-1023.6pp | 5156.27%-5130.7pp | 578.59%-553.0pp |
| Employer contribution / active EE | $22,454 | $5,256+327.2% | $4,696+378.2% | $4,876+360.5% |
| Participant deferral / active EE | $7,741 | $6,631+16.8% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $231 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |