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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 | $189,743 | $138,114+37.4% | $125,391+51.3% | $134,545+41.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -20.13% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $24,700 | $5,246+370.8% | $4,816+412.9% | $4,742+420.9% |
| Participant deferral / active EE | $8,200 | $7,801+5.1% | $7,448+10.1% | $6,401+28.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |