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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 | $77,403 | $150,447-48.6% | $136,298-43.2% | $147,586-47.6% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 11.51% | 1049.15%-1037.6pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $4,805 | $5,256-8.6% | $4,696+2.3% | $4,876-1.5% |
| Participant deferral / active EE | $3,830 | $6,631-42.2% | $6,247-38.7% | $5,439-29.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |