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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 | $156,069 | $156,970-0.6% | $121,210+28.8% | $139,487+11.9% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 17.42% | 1477.10%-1459.7pp | 987.41%-970.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $1,338 | $5,546-75.9% | $4,171-67.9% | $4,755-71.9% |
| Participant deferral / active EE | $5,426 | $4,849+11.9% | $4,084+32.9% | $6,713-19.2% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |