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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 | $36,695 | $150,447-75.6% | $136,298-73.1% | $147,586-75.1% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.2pp |
| Annual return | 24.32% | 1049.15%-1024.8pp | 5156.27%-5131.9pp | 578.59%-554.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,246 | $6,631-51.0% | $6,247-48.0% | $5,439-40.3% |
| Admin fee / account holder | $44 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |