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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 | $128,307 | $150,447-14.7% | $136,298-5.9% | $147,586-13.1% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 18.24% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,687 | $5,256-48.9% | $4,696-42.8% | $4,876-44.9% |
| Participant deferral / active EE | $5,047 | $6,631-23.9% | $6,247-19.2% | $5,439-7.2% |
| Admin fee / account holder | $92 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |