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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 | $99,995-64.5% | $85,063-58.2% | $145,978-75.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.75% | 83.99%-67.2pp | 66.54%-49.8pp | 550.52%-533.8pp |
| Employer contribution / active EE | $4,251 | $3,231+31.6% | $2,727+55.9% | $4,662-8.8% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $272 | $7,255-96.3% | $6,155-95.6% | $13,400-98.0% |