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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 | $111,535-28.2% | $105,223-23.9% | $137,256-41.7% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 24.71% | 237.85%-213.1pp | 180.65%-155.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,271 | $3,939-42.4% | $3,689-38.4% | $4,156-45.4% |
| Participant deferral / active EE | $6,194 | $5,500+12.6% | $5,072+22.1% | $6,407-3.3% |
| Admin fee / account holder | $24 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |