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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 | $35,100 | $150,442-76.7% | $136,295-74.2% | $147,585-76.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.54% | 1049.09%-1031.6pp | 5155.97%-5138.4pp | 578.56%-561.0pp |
| Employer contribution / active EE | $1,565 | $5,256-70.2% | $4,695-66.7% | $4,876-67.9% |
| Participant deferral / active EE | $4,175 | $6,630-37.0% | $6,247-33.2% | $5,439-23.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |