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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 | $41,761 | $148,623-71.9% | $135,974-69.3% | $139,466-70.1% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 65.53% | 79.30%-13.8pp | 68.30%-2.8pp | 373.66%-308.1pp |
| Employer contribution / active EE | $4,147 | $5,246-20.9% | $4,859-14.6% | $4,754-12.8% |
| Participant deferral / active EE | $7,018 | $8,103-13.4% | $7,760-9.6% | $6,712+4.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |