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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 | $249,939 | $92,766+169.4% | $82,763+202.0% | $134,545+85.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.31% | 946.97%-961.3pp | 702.45%-716.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $2,373 | $3,273-27.5% | $3,008-21.1% | $4,742-49.9% |
| Participant deferral / active EE | $5,244 | $4,802+9.2% | $4,395+19.3% | $6,401-18.1% |
| Admin fee / account holder | $215 | $5,978-96.4% | $5,325-96.0% | $11,431-98.1% |