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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 | $134,713 | $175,231-23.1% | $149,696-10.0% | $139,466-3.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.84% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,228 | $5,478-59.3% | $4,821-53.8% | $4,754-53.1% |
| Participant deferral / active EE | $6,593 | $6,521+1.1% | $5,682+16.0% | $6,712-1.8% |
| Admin fee / account holder | $15 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |