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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 | $74,521 | $105,200-29.2% | $159,474-53.3% | $85,847-13.2% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.8%-52.3pp | 69.3%-38.8pp |
| Annual return | 19.98% | 45.08%-25.1pp | 263.68%-243.7pp | 318.61%-298.6pp |
| Employer contribution / active EE | $1,722 | $3,319-48.1% | $4,831-64.3% | $2,565-32.9% |
| Participant deferral / active EE | $3,630 | $5,946-38.9% | $7,353-50.6% | $3,952-8.1% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |