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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 | $32,198 | $159,934-79.9% | $147,005-78.1% | $145,959-77.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 11.37% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,298 | $5,287-75.5% | $4,934-73.7% | $4,661-72.2% |
| Participant deferral / active EE | $3,169 | $8,427-62.4% | $8,070-60.7% | $6,689-52.6% |
| Admin fee / account holder | $282 | $15,053-98.1% | $13,006-97.8% | $13,398-97.9% |