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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 | $129,420 | $93,346+38.6% | $71,796+80.3% | $273,972-52.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 4.04% | 130.39%-126.3pp | 78.04%-74.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $7,500 | $2,733+174.4% | $1,924+289.7% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $198 | $6,571-97.0% | $4,815-95.9% | $10,133-98.0% |