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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 | $93,322 | $198,462-53.0% | $170,439-45.2% | $147,585-36.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 21.22% | 257.30%-236.1pp | 205.94%-184.7pp | 578.58%-557.4pp |
| Employer contribution / active EE | $5,472 | $6,184-11.5% | $5,433+0.7% | $4,876+12.2% |
| Participant deferral / active EE | $6,259 | $5,629+11.2% | $4,939+26.7% | $5,439+15.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |