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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 | $106,321 | $138,078-23.0% | $125,363-15.2% | $134,509-21.0% |
| Participation rate | 21.7% | 84.5%-62.8pp | 82.4%-60.6pp | 81.2%-59.5pp |
| Annual return | -19.42% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $3,741 | $5,245-28.7% | $4,815-22.3% | $4,741-21.1% |
| Participant deferral / active EE | $16,915 | $7,800+116.9% | $7,447+127.1% | $6,400+164.3% |
| Admin fee / account holder | $282 | $11,566-97.6% | $10,005-97.2% | $11,427-97.5% |