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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 | $180,830 | $68,398+164.4% | $94,664+91.0% | $75,173+140.6% |
| Participation rate | 69.2% | 76.1%-6.8pp | 80.8%-11.6pp | 67.2%+2.0pp |
| Annual return | 24.07% | 616.72%-592.6pp | 156.84%-132.8pp | 160.72%-136.6pp |
| Employer contribution / active EE | $5,831 | $2,701+115.9% | $3,673+58.8% | $2,671+118.3% |
| Participant deferral / active EE | $7,269 | $6,537+11.2% | $7,417-2.0% | $4,126+76.2% |
| Admin fee / account holder | $0 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |