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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 | $154,031 | $91,911+67.6% | $68,612+124.5% | $135,380+13.8% |
| Participation rate | 28.6% | 76.7%-48.2pp | 72.2%-43.7pp | 82.6%-54.1pp |
| Annual return | 21.27% | -8.22%+29.5pp | -4.63%+25.9pp | 519.81%-498.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |