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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 | $66,418 | $217,432-69.5% | $185,849-64.3% | $167,536-60.4% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 11.03% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $7,166 | $5,875+22.0% | $5,169+38.6% | $4,839+48.1% |
| Participant deferral / active EE | $17,015 | $6,357+167.6% | $5,569+205.5% | $6,342+168.3% |
| Admin fee / account holder | $15 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |