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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 | $110,385 | $183,988-40.0% | $162,177-31.9% | $152,897-27.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 28.33% | 150.79%-122.5pp | 115.60%-87.3pp | 345.43%-317.1pp |
| Employer contribution / active EE | $3,015 | $6,370-52.7% | $5,613-46.3% | $4,764-36.7% |
| Participant deferral / active EE | $10,186 | $8,032+26.8% | $7,297+39.6% | $5,851+74.1% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |