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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 | $50,129 | $150,447-66.7% | $136,298-63.2% | $147,586-66.0% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 18.48% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,296 | $5,256-37.3% | $4,696-29.8% | $4,876-32.4% |
| Participant deferral / active EE | $4,886 | $6,631-26.3% | $6,247-21.8% | $5,439-10.2% |
| Admin fee / account holder | $183 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |