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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 | $223,347 | $209,888+6.4% | $189,545+17.8% | $167,553+33.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 22.66% | 748.66%-726.0pp | 555.36%-532.7pp | 478.89%-456.2pp |
| Employer contribution / active EE | $4,035 | $6,915-41.7% | $6,162-34.5% | $4,840-16.6% |
| Participant deferral / active EE | $9,406 | $8,934+5.3% | $8,220+14.4% | $6,343+48.3% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |