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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 | $19,119 | $160,040-88.1% | $147,096-87.0% | $145,877-86.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 32.62% | 98.49%-65.9pp | 419.75%-387.1pp | 551.28%-518.7pp |
| Employer contribution / active EE | $4,673 | $5,289-11.7% | $4,936-5.3% | $4,663+0.2% |
| Participant deferral / active EE | $3,100 | $8,429-63.2% | $8,071-61.6% | $6,691-53.7% |
| Admin fee / account holder | $16 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |