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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 | $28,818 | $159,934-82.0% | $147,005-80.4% | $145,959-80.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.52% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $16,949 | $5,287+220.6% | $4,934+243.5% | $4,661+263.6% |
| Participant deferral / active EE | $9,077 | $8,427+7.7% | $8,070+12.5% | $6,689+35.7% |
| Admin fee / account holder | $215 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |