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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 | $136,314 | $183,592-25.8% | $155,574-12.4% | $145,877-6.6% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 70.00% | 61.37%+8.6pp | 64.87%+5.1pp | 551.28%-481.3pp |
| Employer contribution / active EE | $2,589 | $5,317-51.3% | $4,676-44.6% | $4,663-44.5% |
| Participant deferral / active EE | $7,829 | $6,466+21.1% | $5,629+39.1% | $6,691+17.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |