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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 | $29,626 | $183,539-83.9% | $155,556-81.0% | $145,897-79.7% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 14.33% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,559 | $5,315-51.8% | $4,675-45.3% | $4,663-45.1% |
| Participant deferral / active EE | $2,263 | $6,467-65.0% | $5,631-59.8% | $6,689-66.2% |
| Admin fee / account holder | $17 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |