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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 | $188,838 | $150,447+25.5% | $136,298+38.5% | $147,586+28.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.02% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,402 | $5,256-73.3% | $4,696-70.2% | $4,876-71.3% |
| Participant deferral / active EE | $3,642 | $6,631-45.1% | $6,247-41.7% | $5,439-33.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |