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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 | $59,789 | $171,867-65.2% | $149,721-60.1% | $147,586-59.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 15.82% | 2113.36%-2097.5pp | 1501.67%-1485.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $12,423 | $6,275+98.0% | $5,444+128.2% | $4,876+154.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |