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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 | $80,497 | $107,353-25.0% | $92,903-13.4% | $152,885-47.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 28.54% | 145.62%-117.1pp | 109.43%-80.9pp | 345.39%-316.8pp |
| Employer contribution / active EE | $3,467 | $4,222-17.9% | $3,653-5.1% | $4,763-27.2% |
| Participant deferral / active EE | $3,467 | $4,848-28.5% | $4,238-18.2% | $5,851-40.7% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |