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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 | $110,503 | $157,304-29.8% | $141,197-21.7% | $152,909-27.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.99% | 64.34%-43.4pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,131 | $5,263-78.5% | $4,736-76.1% | $4,764-76.3% |
| Participant deferral / active EE | $5,620 | $7,111-21.0% | $6,710-16.2% | $5,851-4.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |