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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 | $185,312+13.5% | $161,489+30.2% | $154,746+35.9% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 50.56% | 103.84%-53.3pp | 89.72%-39.2pp | 172.34%-121.8pp |
| Employer contribution / active EE | $6,632 | $4,769+39.1% | $4,268+55.4% | $4,379+51.4% |
| Participant deferral / active EE | $17,562 | $6,350+176.6% | $5,630+211.9% | $6,730+160.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |