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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 | $45,913 | $85,171-46.1% | $172,753-73.4% | $72,976-37.1% |
| Participation rate | 61.8% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.7pp |
| Annual return | 25.64% | 27.32%-1.7pp | 803.00%-777.4pp | 81.02%-55.4pp |
| Employer contribution / active EE | $1,745 | $3,324-47.5% | $5,144-66.1% | $2,440-28.5% |
| Participant deferral / active EE | $4,036 | $3,260+23.8% | $5,198-22.3% | $3,608+11.9% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |