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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 | $61,113 | $183,592-66.7% | $155,574-60.7% | $145,877-58.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.29% | 61.37%-36.1pp | 64.87%-39.6pp | 551.28%-526.0pp |
| Employer contribution / active EE | $3,148 | $5,317-40.8% | $4,676-32.7% | $4,663-32.5% |
| Participant deferral / active EE | $15,333 | $6,466+137.1% | $5,629+172.4% | $6,691+129.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |