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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 | $33,602 | $148,582-77.4% | $135,942-75.3% | $139,456-75.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.64% | 79.26%-59.6pp | 68.28%-48.6pp | 373.45%-353.8pp |
| Employer contribution / active EE | $2,817 | $5,245-46.3% | $4,858-42.0% | $4,753-40.7% |
| Participant deferral / active EE | $3,946 | $8,101-51.3% | $7,759-49.1% | $6,711-41.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |