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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 | $192,545 | $144,130+33.6% | $117,861+63.4% | $147,586+30.5% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 13.81% | 531.20%-517.4pp | 335.11%-321.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,632 | $4,897-66.7% | $3,786-56.9% | $4,876-66.5% |
| Participant deferral / active EE | $6,054 | $5,316+13.9% | $4,482+35.1% | $5,439+11.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |