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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 | $71,900 | $111,787-35.7% | $93,681-23.2% | $145,978-50.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 12.62% | 203.52%-190.9pp | 133.47%-120.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,634 | $3,093-47.2% | $2,422-32.5% | $4,662-64.9% |
| Participant deferral / active EE | $3,530 | $4,918-28.2% | $4,415-20.0% | $6,690-47.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |