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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 | $47,967 | $169,336-71.7% | $129,384-62.9% | $145,884-67.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.46% | 14408.70%-14397.2pp | 9461.77%-9450.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,781 | $5,540-31.7% | $4,153-9.0% | $4,662-18.9% |
| Participant deferral / active EE | $6,031 | $4,985+21.0% | $4,166+44.8% | $6,690-9.8% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |