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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 | $100,474 | $217,432-53.8% | $185,851-45.9% | $167,553-40.0% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 30.75% | 148.43%-117.7pp | 122.11%-91.4pp | 478.89%-448.1pp |
| Employer contribution / active EE | $1,326 | $5,874-77.4% | $5,168-74.3% | $4,840-72.6% |
| Participant deferral / active EE | $4,527 | $6,357-28.8% | $5,569-18.7% | $6,343-28.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |