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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 | $116,786 | $169,361-31.0% | $129,397-9.7% | $145,877-19.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.56% | 14395.54%-14382.0pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $11,071 | $5,542+99.8% | $4,154+166.5% | $4,663+137.4% |
| Participant deferral / active EE | $12,000 | $4,987+140.6% | $4,167+188.0% | $6,691+79.4% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |