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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 | $71,693 | $99,011-27.6% | $86,582-17.2% | $147,586-51.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.14% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $16,747 | $3,132+434.7% | $2,839+489.8% | $4,876+243.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |