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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 | $108,882+28.7% | $96,754+44.9% | $154,746-9.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 12.43% | 98.39%-86.0pp | 82.04%-69.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $9,348 | $3,018+209.7% | $2,679+248.9% | $4,379+113.5% |
| Participant deferral / active EE | $6,074 | $5,323+14.1% | $4,758+27.6% | $6,730-9.8% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |