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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 | $32,634 | $165,381-80.3% | $149,730-78.2% | $158,966-79.5% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 29.79% | 348.29%-318.5pp | 276.70%-246.9pp | 302.95%-273.2pp |
| Employer contribution / active EE | $7,753 | $5,104+51.9% | $4,645+66.9% | $4,762+62.8% |
| Participant deferral / active EE | $9,244 | $7,182+28.7% | $6,843+35.1% | $5,983+54.5% |
| Admin fee / account holder | $91 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |