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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 | $83,750 | $227,399-63.2% | $189,758-55.9% | $198,609-57.8% |
| Participation rate | 65.2% | 84.0%-18.8pp | 79.8%-14.6pp | 82.4%-17.2pp |
| Annual return | 22.04% | 61.03%-39.0pp | 52.62%-30.6pp | 202.70%-180.7pp |
| Employer contribution / active EE | $2,278 | $5,526-58.8% | $4,767-52.2% | $5,055-54.9% |
| Participant deferral / active EE | $3,320 | $6,837-51.4% | $5,856-43.3% | $6,977-52.4% |
| Admin fee / account holder | $242 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |