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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 | $114,259 | $138,076-17.2% | $123,553-7.5% | $135,380-15.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -3.94% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $4,067 | $5,152-21.1% | $4,628-12.1% | $4,779-14.9% |
| Participant deferral / active EE | $3,283 | $6,800-51.7% | $6,426-48.9% | $5,609-41.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |