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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 | $130,035 | $90,691+43.4% | $76,119+70.8% | $145,884-10.9% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.7pp |
| Annual return | 17.82% | 624.52%-606.7pp | 361.25%-343.4pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,394 | $3,329-58.1% | $2,693-48.2% | $4,662-70.1% |
| Participant deferral / active EE | $6,990 | $5,167+35.3% | $4,259+64.1% | $6,690+4.5% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |