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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 | $48,589 | $202,342-76.0% | $172,752-71.9% | $152,897-68.2% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.5%-23.4pp |
| Annual return | 18.28% | 1029.83%-1011.5pp | 802.97%-784.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,634 | $5,858-72.1% | $5,144-68.2% | $4,764-65.7% |
| Participant deferral / active EE | $2,985 | $5,948-49.8% | $5,198-42.6% | $5,851-49.0% |
| Admin fee / account holder | $293 | $17,111-98.3% | $13,955-97.9% | $11,599-97.5% |