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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 | $243,765 | $180,749+34.9% | $160,784+51.6% | $137,256+77.6% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 13.34% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,000 | $4,155-27.8% | $3,733-19.6% | $4,156-27.8% |
| Participant deferral / active EE | $31,000 | $6,844+352.9% | $6,293+392.6% | $6,407+383.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |