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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 | $121,970 | $217,432-43.9% | $185,851-34.4% | $167,553-27.2% |
| Participation rate | 45.5% | 86.1%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 10.77% | 148.43%-137.7pp | 122.11%-111.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,442 | $6,357-45.9% | $5,569-38.2% | $6,343-45.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |