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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 | $190,102 | $104,953+81.1% | $84,637+124.6% | $152,909+24.3% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 541.48% | 373.94%+167.5pp | 258.82%+282.7pp | 345.46%+196.0pp |
| Employer contribution / active EE | $458 | $3,304-86.1% | $2,653-82.7% | $4,764-90.4% |
| Participant deferral / active EE | $839 | $4,691-82.1% | $3,900-78.5% | $5,851-85.7% |
| Admin fee / account holder | -$16 | $6,244-100.2% | $4,914-100.3% | $11,601-100.1% |