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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 | $153,118 | $202,342-24.3% | $172,752-11.4% | $152,897+0.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.07% | 1029.83%-1007.8pp | 802.97%-780.9pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,467 | $5,858-75.0% | $5,144-71.5% | $4,764-69.2% |
| Participant deferral / active EE | $4,100 | $5,948-31.1% | $5,198-21.1% | $5,851-29.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |