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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 | $91,758 | $150,447-39.0% | $136,298-32.7% | $147,586-37.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 21.54% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,908 | $5,256-44.7% | $4,696-38.1% | $4,876-40.4% |
| Participant deferral / active EE | $8,717 | $6,631+31.5% | $6,247+39.5% | $5,439+60.3% |
| Admin fee / account holder | $295 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |