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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 | $181,832 | $82,630+120.1% | $64,105+183.6% | $125,389+45.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.19% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,179 | $2,671-55.9% | $1,820-35.2% | $4,866-75.8% |
| Participant deferral / active EE | $3,782 | $3,608+4.8% | $2,822+34.0% | $5,352-29.3% |
| Admin fee / account holder | $144 | $6,382-97.7% | $4,499-96.8% | $9,541-98.5% |