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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 | $80,063 | $129,737-38.3% | $119,126-32.8% | $154,746-48.3% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 24.71% | 379.08%-354.4pp | 282.11%-257.4pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,271 | $4,375-48.1% | $4,034-43.7% | $4,379-48.2% |
| Participant deferral / active EE | $6,194 | $5,842+6.0% | $5,318+16.5% | $6,730-8.0% |
| Admin fee / account holder | $24 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |