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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 | $100,282 | $172,111-41.7% | $150,298-33.3% | $137,256-26.9% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 13.66% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,012 | $4,636+51.2% | $4,154+68.8% | $4,156+68.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $226 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |