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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 | $95,166 | $202,342-53.0% | $172,753-44.9% | $152,909-37.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 21.98% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,195 | $5,857-62.5% | $5,144-57.3% | $4,764-53.9% |
| Participant deferral / active EE | $4,557 | $5,948-23.4% | $5,198-12.3% | $5,851-22.1% |
| Admin fee / account holder | $94 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |