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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 | $83,888 | $109,372-23.3% | $89,414-6.2% | $158,966-47.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 18.91% | 345.55%-326.6pp | 245.50%-226.6pp | 302.95%-284.0pp |
| Employer contribution / active EE | $715 | $3,171-77.5% | $2,586-72.4% | $4,762-85.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |