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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 | $60,685 | $157,829-61.5% | $136,867-55.7% | $198,609-69.4% |
| Participation rate | 55.6% | 77.2%-21.6pp | 74.5%-19.0pp | 82.4%-26.8pp |
| Annual return | 20.79% | 51.25%-30.5pp | 42.97%-22.2pp | 202.70%-181.9pp |
| Employer contribution / active EE | $3,039 | $3,923-22.5% | $3,547-14.3% | $5,055-39.9% |
| Participant deferral / active EE | $4,643 | $5,463-15.0% | $4,924-5.7% | $6,977-33.4% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |