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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 | $141,635 | $127,386+11.2% | $115,037+23.1% | $125,388+13.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -2.72% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,625 | $6,423-59.1% | $6,026-56.4% | $5,352-50.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |