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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 | $111,090 | $108,685+2.2% | $74,719+48.7% | $152,885-27.3% |
| Participation rate | 12.5% | 65.3%-52.8pp | 54.5%-42.0pp | 82.5%-70.0pp |
| Annual return | 29.86% | 114.09%-84.2pp | 753.05%-723.2pp | 345.39%-315.5pp |
| Employer contribution / active EE | $339 | $1,504-77.5% | $1,084-68.8% | $4,763-92.9% |
| Participant deferral / active EE | $1,250 | $2,712-53.9% | $1,963-36.3% | $5,851-78.6% |
| Admin fee / account holder | $6 | $4,905-99.9% | $3,334-99.8% | $11,598-99.9% |