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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 | $84,609 | $175,257-51.7% | $149,717-43.5% | $139,456-39.3% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 23.58% | 166.70%-143.1pp | 134.41%-110.8pp | 373.45%-349.9pp |
| Employer contribution / active EE | $1,283 | $5,477-76.6% | $4,820-73.4% | $4,753-73.0% |
| Participant deferral / active EE | $7,018 | $6,521+7.6% | $5,682+23.5% | $6,711+4.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |