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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 | $184,290 | $158,852+16.0% | $121,220+52.0% | $135,380+36.1% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.8%-51.8pp | 82.6%-62.6pp |
| Annual return | -5.67% | -0.64%-5.0pp | 16.94%-22.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |