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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 | $57,382 | $103,008-44.3% | $90,304-36.5% | $152,897-62.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.5%-13.7pp |
| Annual return | 23.26% | 95.22%-72.0pp | 78.13%-54.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $961 | $3,139-69.4% | $2,855-66.4% | $4,764-79.8% |
| Participant deferral / active EE | $6,210 | $4,281+45.0% | $3,885+59.8% | $5,851+6.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |