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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 | $124,327 | $138,102-10.0% | $125,381-0.8% | $134,532-7.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -13.41% | 750.73%-764.1pp | 572.31%-585.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $2,146 | $5,245-59.1% | $4,815-55.4% | $4,741-54.7% |
| Participant deferral / active EE | $3,626 | $7,801-53.5% | $7,448-51.3% | $6,401-43.4% |
| Admin fee / account holder | $25 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |