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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 | $169,161-63.1% | $129,295-51.7% | $145,959-57.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.90% | 14348.07%-14335.2pp | 9429.28%-9416.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $7,220 | $5,543+30.2% | $4,157+73.7% | $4,661+54.9% |
| Participant deferral / active EE | $7,013 | $4,989+40.6% | $4,169+68.2% | $6,689+4.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |