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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 | $111,610 | $183,627-39.2% | $155,602-28.3% | $145,978-23.5% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 18.73% | 61.32%-42.6pp | 64.81%-46.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,301 | $5,316-75.5% | $4,675-72.2% | $4,662-72.1% |
| Participant deferral / active EE | $6,811 | $6,466+5.3% | $5,629+21.0% | $6,690+1.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |