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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 | $76,448 | $209,422-63.5% | $178,503-57.2% | $158,982-51.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 16.43% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,404 | $5,707-75.4% | $5,011-72.0% | $4,763-70.5% |
| Participant deferral / active EE | $4,548 | $5,955-23.6% | $5,202-12.6% | $5,983-24.0% |
| Admin fee / account holder | $60 | $17,079-99.6% | $13,987-99.6% | $11,252-99.5% |