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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 | $97,322 | $102,547-5.1% | $78,210+24.4% | $147,585-34.1% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 11.55% | 51.08%-39.5pp | 40.90%-29.4pp | 578.58%-567.0pp |
| Employer contribution / active EE | $5,799 | $2,617+121.6% | $2,034+185.2% | $4,876+18.9% |
| Participant deferral / active EE | $4,127 | $3,481+18.6% | $2,823+46.2% | $5,439-24.1% |
| Admin fee / account holder | $258 | $5,059-94.9% | $3,758-93.1% | $10,886-97.6% |