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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 | $147,186 | $111,878+31.6% | $93,727+57.0% | $145,897+0.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.82% | 204.28%-194.5pp | 133.83%-124.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,838 | $3,092-40.6% | $2,421-24.1% | $4,663-60.6% |
| Participant deferral / active EE | $5,675 | $4,920+15.3% | $4,417+28.5% | $6,689-15.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |