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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 | $60,685 | $72,071-15.8% | $68,368-11.2% | $137,256-55.8% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 20.79% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,039 | $2,788+9.0% | $2,649+14.7% | $4,156-26.9% |
| Participant deferral / active EE | $4,643 | $4,410+5.3% | $4,123+12.6% | $6,407-27.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |