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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 | $73,023 | $171,867-57.5% | $149,716-51.2% | $147,585-50.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 12.67% | 2113.36%-2100.7pp | 1501.67%-1489.0pp | 578.58%-565.9pp |
| Employer contribution / active EE | $2,363 | $6,275-62.3% | $5,444-56.6% | $4,876-51.5% |
| Participant deferral / active EE | $6,821 | $7,270-6.2% | $6,568+3.8% | $5,439+25.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |