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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 | $200,000 | $100,938+98.1% | $90,461+121.1% | $158,982+25.8% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 11.11% | 1727.20%-1716.1pp | 1294.76%-1283.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |