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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 | $61,174 | $209,422-70.8% | $178,503-65.7% | $158,982-61.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.07% | 188.81%-169.7pp | 151.12%-132.0pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,410 | $5,707-75.3% | $5,011-71.9% | $4,763-70.4% |
| Participant deferral / active EE | $3,249 | $5,955-45.4% | $5,202-37.6% | $5,983-45.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |