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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 | $140,173 | $97,125+44.3% | $86,233+62.6% | $137,256+2.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 12.43% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $9,348 | $2,841+229.0% | $2,504+273.3% | $4,156+124.9% |
| Participant deferral / active EE | $6,074 | $5,180+17.3% | $4,559+33.2% | $6,407-5.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |