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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 | $80,335 | $202,345-60.3% | $172,755-53.5% | $152,885-47.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.64% | 1029.77%-1003.1pp | 802.94%-776.3pp | 345.39%-318.8pp |
| Employer contribution / active EE | $1,673 | $5,858-71.4% | $5,144-67.5% | $4,763-64.9% |
| Participant deferral / active EE | $4,789 | $5,948-19.5% | $5,198-7.9% | $5,851-18.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |