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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 | $0 | $202,342-100.0% | $172,753-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 28.04% | 1029.88%-1001.8pp | 803.00%-775.0pp | 345.46%-317.4pp |
| Employer contribution / active EE | $6,269 | $5,857+7.0% | $5,144+21.9% | $4,764+31.6% |
| Participant deferral / active EE | $6,876 | $5,948+15.6% | $5,198+32.3% | $5,851+17.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |