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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 | $50,307 | $159,978-68.6% | $147,041-65.8% | $145,978-65.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 29.62% | 98.36%-68.7pp | 419.21%-389.6pp | 550.52%-520.9pp |
| Employer contribution / active EE | $2,689 | $5,288-49.2% | $4,935-45.5% | $4,662-42.3% |
| Participant deferral / active EE | $10,048 | $8,429+19.2% | $8,071+24.5% | $6,690+50.2% |
| Admin fee / account holder | $110 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |