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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 | $210,244 | $172,111+22.2% | $150,298+39.9% | $137,256+53.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 50.56% | 69.37%-18.8pp | 62.79%-12.2pp | 220.34%-169.8pp |
| Employer contribution / active EE | $6,632 | $4,636+43.0% | $4,154+59.6% | $4,156+59.6% |
| Participant deferral / active EE | $17,562 | $6,166+184.8% | $5,453+222.1% | $6,407+174.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |