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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 | $35,517 | $100,073-64.5% | $85,126-58.3% | $145,877-75.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.75% | 84.11%-67.4pp | 66.63%-49.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $4,251 | $3,236+31.4% | $2,731+55.7% | $4,663-8.8% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $272 | $7,261-96.3% | $6,160-95.6% | $13,402-98.0% |