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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 | $37,047 | $168,635-78.0% | $147,617-74.9% | $125,389-70.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.93% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,458 | $6,252-76.7% | $5,564-73.8% | $4,866-70.0% |
| Participant deferral / active EE | $1,812 | $5,507-67.1% | $4,895-63.0% | $5,352-66.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |