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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 | $131,203 | $72,396+81.2% | $67,511+94.3% | $145,959-10.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 25.55% | 7194.07%-7168.5pp | 3517.41%-3491.9pp | 561.95%-536.4pp |
| Employer contribution / active EE | $1,880 | $3,071-38.8% | $2,733-31.2% | $4,661-59.7% |
| Participant deferral / active EE | $4,647 | $4,781-2.8% | $4,000+16.2% | $6,689-30.5% |
| Admin fee / account holder | $18 | $5,538-99.7% | $3,999-99.5% | $13,398-99.9% |