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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 | $193,914 | $69,252+180.0% | $64,099+202.5% | $139,456+39.1% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 14.30% | 45.89%-31.6pp | 33.70%-19.4pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,318 | $3,184-58.6% | $2,748-52.0% | $4,753-72.3% |
| Participant deferral / active EE | $7,500 | $4,683+60.1% | $3,881+93.2% | $6,711+11.8% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |