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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 | $136,738 | $202,345-32.4% | $172,755-20.8% | $152,885-10.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 19.33% | 1029.77%-1010.4pp | 802.94%-783.6pp | 345.39%-326.1pp |
| Employer contribution / active EE | $1,279 | $5,858-78.2% | $5,144-75.1% | $4,763-73.1% |
| Participant deferral / active EE | $4,677 | $5,948-21.4% | $5,198-10.0% | $5,851-20.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |