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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 | $193,421 | $117,426+64.7% | $99,470+94.5% | $152,885+26.5% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.5%-42.5pp |
| Annual return | 28.26% | 31.87%-3.6pp | 30.72%-2.5pp | 345.39%-317.1pp |
| Employer contribution / active EE | $816 | $3,014-72.9% | $2,540-67.9% | $4,763-82.9% |
| Participant deferral / active EE | $10,000 | $4,086+144.7% | $3,619+176.3% | $5,851+70.9% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |