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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 | $40,515 | $202,463-80.0% | $169,397-76.1% | $139,487-71.0% |
| Participation rate | 57.1% | 81.1%-24.0pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 14.78% | 532.64%-517.9pp | 406.23%-391.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $11,096 | $4,694+136.4% | $4,013+176.5% | $4,755+133.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |