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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 | $35,086 | $60,128-41.6% | $90,440-61.2% | $79,852-56.1% |
| Participation rate | 65.7% | 65.0%+0.7pp | 72.7%-7.0pp | 69.6%-3.9pp |
| Annual return | 23.52% | 71.95%-48.4pp | 1294.38%-1270.9pp | 31.72%-8.2pp |
| Employer contribution / active EE | $1,837 | $2,068-11.2% | $3,263-43.7% | $2,471-25.7% |
| Participant deferral / active EE | $3,594 | $2,939+22.3% | $3,964-9.3% | $3,740-3.9% |
| Admin fee / account holder | $103 | $3,977-97.4% | $5,615-98.2% | $5,306-98.1% |