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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 | $193,639 | $152,591+26.9% | $117,529+64.8% | $134,545+43.9% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.75% | 53.04%-68.8pp | 29.77%-45.5pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,344 | $5,576-58.0% | $4,179-43.9% | $4,742-50.6% |
| Participant deferral / active EE | $3,833 | $4,821-20.5% | $4,072-5.9% | $6,401-40.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |