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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 | $129,539 | $176,402-26.6% | $134,162-3.4% | $158,966-18.5% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 4.46% | 63.66%-59.2pp | 36.35%-31.9pp | 302.95%-298.5pp |
| Employer contribution / active EE | $2,249 | $5,042-55.4% | $3,705-39.3% | $4,762-52.8% |
| Participant deferral / active EE | $4,650 | $4,093+13.6% | $3,500+32.9% | $5,983-22.3% |
| Admin fee / account holder | $56 | $8,719-99.4% | $6,685-99.2% | $11,250-99.5% |