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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 | $63,291 | $165,381-61.7% | $149,730-57.7% | $158,966-60.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.88% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $1,305 | $5,104-74.4% | $4,645-71.9% | $4,762-72.6% |
| Participant deferral / active EE | $3,833 | $7,182-46.6% | $6,843-44.0% | $5,983-35.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |