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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 | $215,350 | $157,296+36.9% | $141,191+52.5% | $152,897+40.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 27.59% | 64.34%-36.8pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $20,710 | $5,262+293.6% | $4,736+337.3% | $4,764+334.8% |
| Participant deferral / active EE | $9,298 | $7,111+30.8% | $6,710+38.6% | $5,851+58.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |