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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 | $88,640 | $150,447-41.1% | $136,298-35.0% | $147,586-39.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.02% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,960 | $5,256-62.7% | $4,696-58.3% | $4,876-59.8% |
| Participant deferral / active EE | $13,400 | $6,631+102.1% | $6,247+114.5% | $5,439+146.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |