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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 | $140,100 | $198,457-29.4% | $170,435-17.8% | $147,586-5.1% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 19.25% | 257.30%-238.1pp | 205.94%-186.7pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,996 | $6,183-67.7% | $5,432-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $5,873 | $5,629+4.3% | $4,939+18.9% | $5,439+8.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |