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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 | $54,697 | $202,342-73.0% | $172,752-68.3% | $152,897-64.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.48% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,394 | $5,858-76.2% | $5,144-72.9% | $4,764-70.7% |
| Participant deferral / active EE | $8,630 | $5,948+45.1% | $5,198+66.0% | $5,851+47.5% |
| Admin fee / account holder | $124 | $17,111-99.3% | $13,955-99.1% | $11,599-98.9% |