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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 | $0 | $175,231-100.0% | $149,696-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 32.29% | 166.77%-134.5pp | 134.46%-102.2pp | 373.66%-341.4pp |
| Employer contribution / active EE | $13,551 | $5,478+147.4% | $4,821+181.1% | $4,754+185.0% |
| Participant deferral / active EE | $10,886 | $6,521+66.9% | $5,682+91.6% | $6,712+62.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |