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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 | $34,794 | $108,911-68.1% | $100,392-65.3% | $145,884-76.1% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 20.00% | 58.23%-38.2pp | 49.45%-29.5pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,925 | $4,420-33.8% | $3,941-25.8% | $4,662-37.3% |
| Participant deferral / active EE | $8,480 | $8,459+0.3% | $8,090+4.8% | $6,690+26.8% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |