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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 | $89,986 | $217,427-58.6% | $185,837-51.6% | $167,518-46.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.08% | 148.39%-132.3pp | 122.08%-106.0pp | 478.71%-462.6pp |
| Employer contribution / active EE | $10,447 | $5,874+77.8% | $5,168+102.1% | $4,838+115.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |