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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 | $54,584 | $148,623-63.3% | $135,974-59.9% | $139,466-60.9% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 25.50% | 79.30%-53.8pp | 68.30%-42.8pp | 373.66%-348.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,430 | $8,103-33.0% | $7,760-30.0% | $6,712-19.1% |
| Admin fee / account holder | $163 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |