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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 | $131,180 | $56,116+133.8% | $135,768-3.4% | $86,983+50.8% |
| Participation rate | 8.0% | 60.1%-52.1pp | 71.1%-63.1pp | 69.5%-61.5pp |
| Annual return | 15.55% | 125.33%-109.8pp | 526.10%-510.5pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,273 | $2,690-52.7% | $3,977-68.0% | $4,194-69.6% |
| Admin fee / account holder | $0 | $4,314-100.0% | $7,048-100.0% | $7,856-100.0% |