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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 | $151,126 | $174,379-13.3% | $152,093-0.6% | $138,895+8.8% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 16.12% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,445 | $4,652-68.9% | $4,175-65.4% | $4,194-65.6% |
| Participant deferral / active EE | $4,165 | $6,159-32.4% | $5,451-23.6% | $6,396-34.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |