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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 | $151,284 | $184,000-17.8% | $162,185-6.7% | $152,909-1.1% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 29.68% | 150.80%-121.1pp | 115.61%-85.9pp | 345.46%-315.8pp |
| Employer contribution / active EE | $3,439 | $6,370-46.0% | $5,613-38.7% | $4,764-27.8% |
| Participant deferral / active EE | $7,989 | $8,033-0.5% | $7,297+9.5% | $5,851+36.5% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |