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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 | $87,056 | $88,754-1.9% | $81,820+6.4% | $145,877-40.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 16.51% | 1031.77%-1015.3pp | 777.93%-761.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $713 | $3,085-76.9% | $2,915-75.6% | $4,663-84.7% |
| Participant deferral / active EE | $5,750 | $4,648+23.7% | $4,323+33.0% | $6,691-14.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |