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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 | $138,401 | $150,447-8.0% | $136,298+1.5% | $147,586-6.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.49% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,823 | $5,256-46.3% | $4,696-39.9% | $4,876-42.1% |
| Participant deferral / active EE | $5,557 | $6,631-16.2% | $6,247-11.0% | $5,439+2.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |