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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 | $189,605 | $77,905+143.4% | $149,682+26.7% | $75,173+152.2% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.8pp | 67.2%-41.3pp |
| Annual return | 35.26% | 31.72%+3.5pp | 134.35%-99.1pp | 160.65%-125.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $13,210-100.0% | $5,651-100.0% |