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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 | $156,929 | $183,539-14.5% | $155,556+0.9% | $145,897+7.6% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 14.08% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,709 | $5,315-67.9% | $4,675-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $3,894 | $6,467-39.8% | $5,631-30.8% | $6,689-41.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |