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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 | $62,546 | $198,457-68.5% | $170,435-63.3% | $147,586-57.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.42% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,869 | $6,183-69.8% | $5,432-65.6% | $4,876-61.7% |
| Participant deferral / active EE | $7,927 | $5,629+40.8% | $4,939+60.5% | $5,439+45.7% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |