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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 | $47,653 | $107,941-55.9% | $91,994-48.2% | $152,909-68.8% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 23.78% | 89.28%-65.5pp | 69.04%-45.3pp | 345.46%-321.7pp |
| Employer contribution / active EE | $9,416 | $4,212+123.6% | $3,453+172.7% | $4,764+97.7% |
| Participant deferral / active EE | $3,949 | $6,366-38.0% | $5,924-33.3% | $5,851-32.5% |
| Admin fee / account holder | $113 | $10,521-98.9% | $7,744-98.5% | $11,601-99.0% |