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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 | $190,798 | $217,392-12.2% | $185,818+2.7% | $167,497+13.9% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 12.50% | 148.37%-135.9pp | 122.06%-109.6pp | 478.62%-466.1pp |
| Employer contribution / active EE | $1,817 | $5,873-69.1% | $5,168-64.8% | $4,838-62.4% |
| Participant deferral / active EE | $3,708 | $6,357-41.7% | $5,568-33.4% | $6,341-41.5% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |