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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 | $66,863 | $232,540-71.2% | $185,117-63.9% | $147,586-54.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 18.81% | 43.03%-24.2pp | 40.50%-21.7pp | 578.59%-559.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,942 | $5,834+1.9% | $5,045+17.8% | $5,439+9.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |