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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 | $0 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 18.80% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,932 | $4,972+19.3% | $4,294+38.1% | $4,156+42.7% |
| Participant deferral / active EE | $17,375 | $6,888+152.3% | $6,132+183.3% | $6,407+171.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |