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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 | $75,453 | $135,639-44.4% | $110,241-31.6% | $135,382-44.3% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | 137.55% | 513.21%-375.7pp | 314.75%-177.2pp | 519.77%-382.2pp |
| Employer contribution / active EE | $5,522 | $4,907+12.5% | $3,827+44.3% | $4,779+15.6% |
| Participant deferral / active EE | $6,500 | $5,507+18.0% | $4,672+39.1% | $5,609+15.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |