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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 | $131,203 | $72,446+81.1% | $67,561+94.2% | $145,877-10.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 25.55% | 7211.98%-7186.4pp | 3525.44%-3499.9pp | 551.28%-525.7pp |
| Employer contribution / active EE | $1,880 | $3,072-38.8% | $2,735-31.3% | $4,663-59.7% |
| Participant deferral / active EE | $4,647 | $4,785-2.9% | $4,003+16.1% | $6,691-30.5% |
| Admin fee / account holder | $18 | $5,541-99.7% | $4,006-99.5% | $13,402-99.9% |