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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 | $228,578 | $176,402+29.6% | $134,162+70.4% | $158,982+43.8% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 27.68% | 63.66%-36.0pp | 36.35%-8.7pp | 302.99%-275.3pp |
| Employer contribution / active EE | $1,973 | $5,042-60.9% | $3,705-46.7% | $4,763-58.6% |
| Participant deferral / active EE | $1,973 | $4,093-51.8% | $3,500-43.6% | $5,983-67.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |