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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 | $58,406 | $159,978-63.5% | $147,041-60.3% | $145,978-60.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.14% | 98.36%-76.2pp | 419.21%-397.1pp | 550.52%-528.4pp |
| Employer contribution / active EE | $2,403 | $5,288-54.6% | $4,935-51.3% | $4,662-48.4% |
| Participant deferral / active EE | $9,845 | $8,429+16.8% | $8,071+22.0% | $6,690+47.2% |
| Admin fee / account holder | $194 | $15,053-98.7% | $13,006-98.5% | $13,400-98.6% |