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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 | $159,442 | $183,592-13.2% | $155,574+2.5% | $145,877+9.3% |
| Participation rate | 21.7% | 82.7%-61.0pp | 78.2%-56.5pp | 80.3%-58.6pp |
| Annual return | 15.63% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |