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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 | $173,320 | $217,432-20.3% | $185,849-6.7% | $167,536+3.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 33.53% | 148.42%-114.9pp | 122.10%-88.6pp | 478.82%-445.3pp |
| Employer contribution / active EE | $1,894 | $5,875-67.8% | $5,169-63.4% | $4,839-60.9% |
| Participant deferral / active EE | $6,373 | $6,357+0.2% | $5,569+14.4% | $6,342+0.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |