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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 | $80,559 | $209,422-61.5% | $178,503-54.9% | $158,982-49.3% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 43.12% | 188.81%-145.7pp | 151.12%-108.0pp | 302.99%-259.9pp |
| Employer contribution / active EE | $1,671 | $5,707-70.7% | $5,011-66.7% | $4,763-64.9% |
| Participant deferral / active EE | $7,200 | $5,955+20.9% | $5,202+38.4% | $5,983+20.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |