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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 | $32,742 | $148,623-78.0% | $135,974-75.9% | $139,466-76.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 26.48% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,863 | $8,103+9.4% | $7,760+14.2% | $6,712+32.1% |
| Admin fee / account holder | $211 | $12,406-98.3% | $10,767-98.0% | $11,409-98.2% |