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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 | $111,787+33.6% | $93,681+59.4% | $145,978+2.3% |
| Participation rate | 43.8% | 74.2%-30.5pp | 68.7%-25.0pp | 80.3%-36.5pp |
| Annual return | 13.95% | 203.52%-189.6pp | 133.47%-119.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,638 | $3,093-47.1% | $2,422-32.4% | $4,662-64.9% |
| Participant deferral / active EE | $5,327 | $4,918+8.3% | $4,415+20.6% | $6,690-20.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |