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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 | $98,517 | $157,276-37.4% | $141,177-30.2% | $152,885-35.6% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 22.14% | 64.33%-42.2pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,475 | $7,110-65.2% | $6,710-63.1% | $5,851-57.7% |
| Admin fee / account holder | $162 | $12,123-98.7% | $10,263-98.4% | $11,598-98.6% |