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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 | $131,809 | $148,623-11.3% | $135,974-3.1% | $139,466-5.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 506.34% | 79.30%+427.0pp | 68.30%+438.0pp | 373.66%+132.7pp |
| Employer contribution / active EE | $5,624 | $5,246+7.2% | $4,859+15.8% | $4,754+18.3% |
| Participant deferral / active EE | $10,107 | $8,103+24.7% | $7,760+30.2% | $6,712+50.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |