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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 | $65,908 | $157,276-58.1% | $141,177-53.3% | $152,885-56.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.15% | 64.33%-41.2pp | 71.40%-48.3pp | 345.39%-322.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,363 | $7,110-52.7% | $6,710-49.9% | $5,851-42.5% |
| Admin fee / account holder | $16 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |