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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 | $201,079 | $95,601+110.3% | $77,183+160.5% | $139,456+44.2% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 19.81% | 54.96%-35.1pp | 37.89%-18.1pp | 373.45%-353.6pp |
| Employer contribution / active EE | $3,008 | $3,145-4.3% | $2,534+18.7% | $4,753-36.7% |
| Participant deferral / active EE | $12,413 | $4,623+168.5% | $3,833+223.9% | $6,711+85.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |