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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 | $155,273 | $175,259-11.4% | $149,723+3.7% | $139,487+11.3% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 14.71% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,304 | $5,478-58.0% | $4,821-52.2% | $4,755-51.6% |
| Participant deferral / active EE | $3,145 | $6,522-51.8% | $5,682-44.7% | $6,713-53.1% |
| Admin fee / account holder | $203 | $16,158-98.7% | $13,215-98.5% | $11,407-98.2% |