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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 | $243,765 | $208,088+17.1% | $186,193+30.9% | $154,746+57.5% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 13.34% | 89.97%-76.6pp | 78.03%-64.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,000 | $4,340-30.9% | $3,918-23.4% | $4,379-31.5% |
| Participant deferral / active EE | $31,000 | $7,078+338.0% | $6,513+376.0% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |