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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 | $125,927 | $106,923+17.8% | $84,023+49.9% | $152,909-17.6% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 31.41% | 105.02%-73.6pp | 71.32%-39.9pp | 345.46%-314.1pp |
| Employer contribution / active EE | $1,040 | $2,735-62.0% | $1,984-47.6% | $4,764-78.2% |
| Participant deferral / active EE | $6,333 | $4,013+57.8% | $3,239+95.5% | $5,851+8.2% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |