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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 | $113,658 | $106,918+6.3% | $84,021+35.3% | $152,897-25.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.5%-62.5pp |
| Annual return | 21.05% | 105.01%-84.0pp | 71.32%-50.3pp | 345.43%-324.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |