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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 | $30,578 | $150,447-79.7% | $136,298-77.6% | $147,586-79.3% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 26.08% | 1049.15%-1023.1pp | 5156.27%-5130.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $2,887 | $5,256-45.1% | $4,696-38.5% | $4,876-40.8% |
| Participant deferral / active EE | $5,238 | $6,631-21.0% | $6,247-16.2% | $5,439-3.7% |
| Admin fee / account holder | $174 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |