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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 | $120,601 | $99,011+21.8% | $86,582+39.3% | $147,586-18.3% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 15.03% | 1312.75%-1297.7pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,111 | $3,132-32.6% | $2,839-25.7% | $4,876-56.7% |
| Participant deferral / active EE | $4,732 | $3,972+19.1% | $3,609+31.1% | $5,439-13.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |