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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 | $91,215 | $72,071+26.6% | $68,368+33.4% | $137,256-33.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 16.09% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,484 | $2,788-46.8% | $2,649-44.0% | $4,156-64.3% |
| Participant deferral / active EE | $4,625 | $4,410+4.9% | $4,123+12.2% | $6,407-27.8% |
| Admin fee / account holder | $2 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |