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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 | $141,621 | $150,447-5.9% | $136,298+3.9% | $147,586-4.0% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 16.16% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,786 | $5,256-47.0% | $4,696-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $10,095 | $6,631+52.3% | $6,247+61.6% | $5,439+85.6% |
| Admin fee / account holder | $196 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |