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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 | $217,951 | $210,698+3.4% | $178,014+22.4% | $145,959+49.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.11% | 386.27%-373.2pp | 294.80%-281.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,348 | $4,567-70.5% | $3,950-65.9% | $4,661-71.1% |
| Participant deferral / active EE | $6,752 | $6,958-3.0% | $6,276+7.6% | $6,689+0.9% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |