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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 | $55,336 | $157,276-64.8% | $141,177-60.8% | $152,885-63.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.38% | 64.33%-40.0pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,467 | $5,262-72.1% | $4,736-69.0% | $4,763-69.2% |
| Participant deferral / active EE | $2,420 | $7,110-66.0% | $6,710-63.9% | $5,851-58.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |