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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 | $88,874 | $185,225-52.0% | $142,898-37.8% | $167,536-47.0% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 21.09% | 8558.12%-8537.0pp | 5639.64%-5618.5pp | 478.82%-457.7pp |
| Employer contribution / active EE | $3,457 | $5,607-38.4% | $4,146-16.6% | $4,839-28.6% |
| Participant deferral / active EE | $6,807 | $4,496+51.4% | $3,838+77.3% | $6,342+7.3% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |