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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 | $46,724 | $183,592-74.6% | $155,574-70.0% | $145,877-68.0% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 13.14% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,117 | $5,317-79.0% | $4,676-76.1% | $4,663-76.1% |
| Participant deferral / active EE | $3,044 | $6,466-52.9% | $5,629-45.9% | $6,691-54.5% |
| Admin fee / account holder | $193 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |