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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 | $83,794 | $227,399-63.2% | $189,758-55.8% | $198,609-57.8% |
| Participation rate | 16.7% | 84.0%-67.3pp | 79.8%-63.1pp | 82.4%-65.7pp |
| Annual return | 19.54% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,640 | $5,526-70.3% | $4,767-65.6% | $5,055-67.6% |
| Participant deferral / active EE | $4,406 | $6,837-35.6% | $5,856-24.8% | $6,977-36.9% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |