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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 | $149,329 | $111,830+33.5% | $93,696+59.4% | $145,884+2.4% |
| Participation rate | 43.8% | 74.2%-30.5pp | 68.7%-25.0pp | 80.3%-36.6pp |
| Annual return | 13.95% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,638 | $3,093-47.1% | $2,422-32.4% | $4,662-64.9% |
| Participant deferral / active EE | $5,327 | $4,920+8.3% | $4,417+20.6% | $6,690-20.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |