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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 | $123,691 | $198,462-37.7% | $170,439-27.4% | $147,585-16.2% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 13.59% | 257.30%-243.7pp | 205.94%-192.3pp | 578.58%-565.0pp |
| Employer contribution / active EE | $2,615 | $6,184-57.7% | $5,433-51.9% | $4,876-46.4% |
| Participant deferral / active EE | $7,193 | $5,629+27.8% | $4,939+45.6% | $5,439+32.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |