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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 | $77,853 | $110,039-29.2% | $97,260-20.0% | $145,884-46.6% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 11.57% | 244.44%-232.9pp | 75.54%-64.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,423 | $3,074-21.2% | $2,721-11.0% | $4,662-48.0% |
| Participant deferral / active EE | $8,250 | $4,674+76.5% | $4,262+93.6% | $6,690+23.3% |
| Admin fee / account holder | $52 | $6,204-99.2% | $5,640-99.1% | $13,392-99.6% |