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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 | $68,695 | $175,259-60.8% | $149,723-54.1% | $139,487-50.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 119.23% | 166.82%-47.6pp | 134.50%-15.3pp | 373.84%-254.6pp |
| Employer contribution / active EE | $2,560 | $5,478-53.3% | $4,821-46.9% | $4,755-46.2% |
| Participant deferral / active EE | $9,173 | $6,522+40.7% | $5,682+61.4% | $6,713+36.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |