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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 | $145,808 | $88,754+64.3% | $81,820+78.2% | $145,8770% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 19.81% | 1031.77%-1012.0pp | 777.93%-758.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,558 | $3,085-49.5% | $2,915-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $7,582 | $4,648+63.1% | $4,323+75.4% | $6,691+13.3% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |