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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 | $65,182 | $162,529-59.9% | $130,788-50.2% | $154,746-57.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 15.22% | 510.48%-495.3pp | 386.44%-371.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $849 | $4,447-80.9% | $3,558-76.1% | $4,379-80.6% |
| Participant deferral / active EE | $849 | $4,808-82.3% | $4,137-79.5% | $6,730-87.4% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |