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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 | $95,175 | $104,544-9.0% | $76,657+24.2% | $152,897-37.8% |
| Participation rate | 30.8% | 76.6%-45.8pp | 72.1%-41.3pp | 82.5%-51.7pp |
| Annual return | 20.03% | 1014.36%-994.3pp | 1166.74%-1146.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $528 | $3,118-83.1% | $2,303-77.1% | $4,764-88.9% |
| Participant deferral / active EE | $844 | $4,236-80.1% | $3,335-74.7% | $5,851-85.6% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |