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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 | $67,664 | $155,555-56.5% | $146,866-53.9% | $155,188-56.4% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 17.80% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,900 | $8,044+97.7% | $7,759+104.9% | $6,531+143.5% |
| Admin fee / account holder | $78 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |