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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 | $130,485 | $183,539-28.9% | $155,556-16.1% | $145,897-10.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.25% | 61.31%-43.1pp | 64.84%-46.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,900 | $5,315-64.3% | $4,675-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $5,480 | $6,467-15.3% | $5,631-2.7% | $6,689-18.1% |
| Admin fee / account holder | $59 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |