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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 | $190,176 | $138,072+37.7% | $123,549+53.9% | $135,382+40.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.08% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $7,434 | $5,152+44.3% | $4,628+60.6% | $4,779+55.6% |
| Participant deferral / active EE | $4,940 | $6,799-27.3% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |