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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 | $225,402 | $106,905+110.8% | $84,020+168.3% | $152,885+47.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 17.72% | 105.00%-87.3pp | 71.31%-53.6pp | 345.39%-327.7pp |
| Employer contribution / active EE | $1,209 | $2,735-55.8% | $1,984-39.1% | $4,763-74.6% |
| Participant deferral / active EE | $4,636 | $4,012+15.6% | $3,239+43.1% | $5,851-20.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |