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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 | $237,812 | $113,338+109.8% | $94,993+150.3% | $147,586+61.1% |
| Participation rate | 25.0% | 78.0%-53.0pp | 73.9%-48.9pp | 82.8%-57.8pp |
| Annual return | 33.06% | 20.80%+12.3pp | 27.14%+5.9pp | 578.59%-545.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |