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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 | $150,442-5.9% | $136,295+3.9% | $147,585-4.0% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 16.16% | 1049.09%-1032.9pp | 5155.97%-5139.8pp | 578.56%-562.4pp |
| Employer contribution / active EE | $2,786 | $5,256-47.0% | $4,695-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $10,095 | $6,630+52.3% | $6,247+61.6% | $5,439+85.6% |
| Admin fee / account holder | $196 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |