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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 | $0 | $209,847-100.0% | $189,520-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 112.06% | 748.45%-636.4pp | 555.25%-443.2pp | 478.71%-366.7pp |
| Employer contribution / active EE | $2,717 | $6,913-60.7% | $6,161-55.9% | $4,838-43.8% |
| Participant deferral / active EE | $8,204 | $8,934-8.2% | $8,220-0.2% | $6,342+29.4% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |