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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 | $57,849 | $202,342-71.4% | $172,752-66.5% | $152,897-62.2% |
| Participation rate | 60.9% | 87.1%-26.2pp | 82.6%-21.8pp | 82.5%-21.6pp |
| Annual return | 25.19% | 1029.83%-1004.6pp | 802.97%-777.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,599 | $5,858-55.6% | $5,144-49.5% | $4,764-45.4% |
| Participant deferral / active EE | $4,764 | $5,948-19.9% | $5,198-8.3% | $5,851-18.6% |
| Admin fee / account holder | $159 | $17,111-99.1% | $13,955-98.9% | $11,599-98.6% |