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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 | $101,302 | $78,690+28.7% | $161,489-37.3% | $87,485+15.8% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 14.06% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,379 | $2,588-46.7% | $4,268-67.7% | $2,596-46.9% |
| Participant deferral / active EE | $2,284 | $3,311-31.0% | $5,630-59.4% | $4,274-46.6% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |