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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 | $123,207 | $202,342-39.1% | $172,752-28.7% | $152,897-19.4% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.5%-36.3pp |
| Annual return | 26.67% | 1029.83%-1003.2pp | 802.97%-776.3pp | 345.43%-318.8pp |
| Employer contribution / active EE | $1,456 | $5,858-75.2% | $5,144-71.7% | $4,764-69.4% |
| Participant deferral / active EE | $3,864 | $5,948-35.0% | $5,198-25.7% | $5,851-34.0% |
| Admin fee / account holder | $184 | $17,111-98.9% | $13,955-98.7% | $11,599-98.4% |