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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 | $58,289 | $150,447-61.3% | $136,298-57.2% | $147,586-60.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 353.47% | 1049.15%-695.7pp | 5156.27%-4802.8pp | 578.59%-225.1pp |
| Employer contribution / active EE | $1,905 | $5,256-63.8% | $4,696-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $7,226 | $6,631+9.0% | $6,247+15.7% | $5,439+32.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |