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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 | $55,152 | $198,457-72.2% | $170,435-67.6% | $147,586-62.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.45% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,466 | $6,183-60.1% | $5,432-54.6% | $4,876-49.4% |
| Participant deferral / active EE | $3,082 | $5,629-45.3% | $4,939-37.6% | $5,439-43.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |