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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 | $113,480 | $67,352+68.5% | $60,899+86.3% | $134,509-15.6% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -8.22% | 49.99%-58.2pp | 16.92%-25.1pp | 418.13%-426.4pp |
| Employer contribution / active EE | $3,380 | $3,098+9.1% | $2,702+25.1% | $4,741-28.7% |
| Participant deferral / active EE | $5,004 | $4,539+10.3% | $3,817+31.1% | $6,400-21.8% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |