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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 | $64,276 | $115,810-44.5% | $101,271-36.5% | $158,966-59.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 22.40% | 56.15%-33.7pp | 46.48%-24.1pp | 302.95%-280.5pp |
| Employer contribution / active EE | $4,254 | $4,175+1.9% | $3,660+16.2% | $4,762-10.7% |
| Participant deferral / active EE | $15,167 | $4,958+205.9% | $4,371+247.0% | $5,983+153.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |