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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 | $242,000 | $167,362+44.6% | $143,799+68.3% | $134,532+79.9% |
| Participation rate | 5.3% | 84.8%-79.6pp | 80.3%-75.1pp | 81.2%-76.0pp |
| Annual return | 348.15% | 0.47%+347.7pp | -0.04%+348.2pp | 418.27%-70.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |