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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 | $46,346 | $172,758-73.2% | $149,600-69.0% | $138,895-66.6% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.8pp | 79.9%-46.6pp |
| Annual return | 15.04% | 181.17%-166.1pp | 129.59%-114.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,651 | $8,180-55.4% | $7,203-49.3% | $6,396-42.9% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |