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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 | $84,748 | $176,077-51.9% | $159,455-46.9% | $167,518-49.4% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 18.40% | 331.83%-313.4pp | 263.63%-245.2pp | 478.71%-460.3pp |
| Employer contribution / active EE | $3,050 | $5,298-42.4% | $4,830-36.9% | $4,838-37.0% |
| Participant deferral / active EE | $8,604 | $7,751+11.0% | $7,353+17.0% | $6,342+35.7% |
| Admin fee / account holder | $5 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |