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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 | $72,820 | $154,228-52.8% | $145,433-49.9% | $137,256-46.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 19.11% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,551 | $4,804-5.3% | $4,554-0.1% | $4,156+9.5% |
| Participant deferral / active EE | $6,826 | $8,216-16.9% | $7,897-13.6% | $6,407+6.5% |
| Admin fee / account holder | $278 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |