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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 | $60,158 | $202,342-70.3% | $172,752-65.2% | $152,897-60.7% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 16.18% | 1029.83%-1013.6pp | 802.97%-786.8pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,889 | $5,858-50.7% | $5,144-43.8% | $4,764-39.4% |
| Participant deferral / active EE | $6,680 | $5,948+12.3% | $5,198+28.5% | $5,851+14.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |