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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 | $51,423 | $156,970-67.2% | $121,210-57.6% | $139,487-63.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 30.64% | 1477.10%-1446.5pp | 987.41%-956.8pp | 373.84%-343.2pp |
| Employer contribution / active EE | $5,457 | $5,546-1.6% | $4,171+30.8% | $4,755+14.8% |
| Participant deferral / active EE | $6,900 | $4,849+42.3% | $4,084+69.0% | $6,713+2.8% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |