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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 | $31,904 | $209,422-84.8% | $178,503-82.1% | $158,982-79.9% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 16.46% | 188.81%-172.3pp | 151.12%-134.7pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,955 | $5,707-48.2% | $5,011-41.0% | $4,763-38.0% |
| Participant deferral / active EE | $8,435 | $5,955+41.6% | $5,202+62.1% | $5,983+41.0% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |