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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 | $130,796 | $77,416+69.0% | $69,464+88.3% | $152,897-14.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 27.94% | 39.08%-11.1pp | 28.98%-1.0pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,013 | $3,315-69.4% | $2,779-63.6% | $4,764-78.7% |
| Participant deferral / active EE | $5,027 | $4,413+13.9% | $3,536+42.2% | $5,851-14.1% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |