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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 | $114,673 | $67,372+70.2% | $60,906+88.3% | $134,532-14.8% |
| Participation rate | 36.8% | 76.2%-39.3pp | 73.1%-36.3pp | 81.2%-44.4pp |
| Annual return | 83.30% | 50.05%+33.3pp | 16.94%+66.4pp | 418.27%-335.0pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |