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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 | $245,824 | $165,399+48.6% | $149,745+64.2% | $158,982+54.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 32.59% | 348.34%-315.7pp | 276.72%-244.1pp | 302.99%-270.4pp |
| Employer contribution / active EE | $5,040 | $5,105-1.3% | $4,646+8.5% | $4,763+5.8% |
| Participant deferral / active EE | $4,140 | $7,183-42.4% | $6,843-39.5% | $5,983-30.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |