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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 | $62,427 | $169,356-63.1% | $129,406-51.8% | $145,897-57.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.90% | 14418.62%-14405.7pp | 9468.18%-9455.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $7,220 | $5,542+30.3% | $4,155+73.7% | $4,663+54.8% |
| Participant deferral / active EE | $7,013 | $4,987+40.6% | $4,167+68.3% | $6,689+4.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |