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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 | $98,524 | $150,447-34.5% | $136,298-27.7% | $147,586-33.2% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 11.95% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,422 | $5,256-72.9% | $4,696-69.7% | $4,876-70.8% |
| Participant deferral / active EE | $3,317 | $6,631-50.0% | $6,247-46.9% | $5,439-39.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |