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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 | $84,641 | $171,867-50.8% | $149,721-43.5% | $147,586-42.6% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 19.77% | 2113.36%-2093.6pp | 1501.67%-1481.9pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,765 | $6,275-55.9% | $5,444-49.2% | $4,876-43.3% |
| Participant deferral / active EE | $5,494 | $7,270-24.4% | $6,568-16.4% | $5,439+1.0% |
| Admin fee / account holder | $60 | $13,799-99.6% | $11,282-99.5% | $10,886-99.4% |