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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 | $85,917 | $102,595-16.3% | $94,057-8.7% | $154,746-44.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 22.66% | 583.42%-560.8pp | 480.62%-458.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $9,439 | $3,147+199.9% | $2,933+221.8% | $4,379+115.5% |
| Participant deferral / active EE | $13,279 | $5,118+159.4% | $4,709+182.0% | $6,730+97.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |