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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 | $42,038 | $138,072-69.6% | $123,549-66.0% | $135,382-68.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 5.37% | 153.69%-148.3pp | 119.20%-113.8pp | 519.77%-514.4pp |
| Employer contribution / active EE | $2,496 | $5,152-51.5% | $4,628-46.1% | $4,779-47.8% |
| Participant deferral / active EE | $8,671 | $6,799+27.5% | $6,426+34.9% | $5,609+54.6% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |