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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 | $125,340 | $108,701+15.3% | $74,723+67.7% | $152,909-18.0% |
| Participation rate | 23.8% | 65.4%-41.5pp | 54.5%-30.7pp | 82.5%-58.6pp |
| Annual return | 21.46% | 114.12%-92.7pp | 753.18%-731.7pp | 345.46%-324.0pp |
| Employer contribution / active EE | $543 | $1,504-63.9% | $1,084-49.9% | $4,764-88.6% |
| Participant deferral / active EE | $2,383 | $2,709-12.0% | $1,962+21.5% | $5,851-59.3% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |