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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 | $88,426 | $202,326-56.3% | $172,745-48.8% | $152,870-42.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 32.04% | 1029.72%-997.7pp | 802.90%-770.9pp | 345.34%-313.3pp |
| Employer contribution / active EE | $2,365 | $5,858-59.6% | $5,144-54.0% | $4,763-50.3% |
| Participant deferral / active EE | $2,365 | $5,948-60.2% | $5,197-54.5% | $5,850-59.6% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |