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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 | $125,968 | $102,422+23.0% | $147,117-14.4% | $80,959+55.6% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 17.41% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,008 | $3,717-19.1% | $4,932-39.0% | $2,757+9.1% |
| Participant deferral / active EE | $5,400 | $6,652-18.8% | $8,065-33.0% | $4,300+25.6% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |