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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 | $176,077-100.0% | $159,455-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 19.11% | 331.83%-312.7pp | 263.63%-244.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $35,501 | $5,298+570.1% | $4,830+635.0% | $4,838+633.7% |
| Participant deferral / active EE | $10,650 | $7,751+37.4% | $7,353+44.8% | $6,342+67.9% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |