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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 | $183,456 | $95,975+91.1% | $74,549+146.1% | $135,379+35.5% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -5.73% | 56.96%-62.7pp | 32.53%-38.3pp | 519.79%-525.5pp |
| Employer contribution / active EE | $1,239 | $2,716-54.4% | $1,961-36.8% | $4,779-74.1% |
| Participant deferral / active EE | $3,895 | $3,844+1.3% | $3,108+25.3% | $5,609-30.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |