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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 | $226,945 | $209,425+8.4% | $178,499+27.1% | $158,966+42.8% |
| Participation rate | 61.1% | 86.4%-25.2pp | 81.9%-20.8pp | 82.0%-20.9pp |
| Annual return | 23.14% | 188.80%-165.7pp | 151.10%-128.0pp | 302.95%-279.8pp |
| Employer contribution / active EE | $1,365 | $5,707-76.1% | $5,011-72.8% | $4,762-71.3% |
| Participant deferral / active EE | $4,225 | $5,955-29.0% | $5,202-18.8% | $5,983-29.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |