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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 | $134,858 | $160,040-15.7% | $147,096-8.3% | $145,877-7.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.61% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,684 | $5,289-68.2% | $4,936-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $5,436 | $8,429-35.5% | $8,071-32.6% | $6,691-18.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |