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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 | $157,938 | $99,995+57.9% | $85,063+85.7% | $145,978+8.2% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | 18.82% | 83.99%-65.2pp | 66.54%-47.7pp | 550.52%-531.7pp |
| Employer contribution / active EE | $1,285 | $3,231-60.2% | $2,727-52.9% | $4,662-72.4% |
| Participant deferral / active EE | $4,727 | $5,295-10.7% | $4,523+4.5% | $6,690-29.3% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |