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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 | $55,070 | $183,539-70.0% | $155,556-64.6% | $145,897-62.3% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.1pp | 80.3%-28.1pp |
| Annual return | 11.90% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,516 | $5,315-71.5% | $4,675-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $2,473 | $6,467-61.8% | $5,631-56.1% | $6,689-63.0% |
| Admin fee / account holder | $136 | $19,275-99.3% | $15,885-99.1% | $13,390-99.0% |