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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 | $80,836 | $202,342-60.1% | $172,753-53.2% | $152,909-47.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.64% | 1029.88%-1006.2pp | 803.00%-779.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $9,008 | $5,857+53.8% | $5,144+75.1% | $4,764+89.1% |
| Participant deferral / active EE | $17,885 | $5,948+200.7% | $5,198+244.1% | $5,851+205.6% |
| Admin fee / account holder | $5 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |