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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 | $119,136 | $175,259-32.0% | $149,723-20.4% | $139,487-14.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.89% | 166.82%-144.9pp | 134.50%-112.6pp | 373.84%-352.0pp |
| Employer contribution / active EE | $2,003 | $5,478-63.4% | $4,821-58.5% | $4,755-57.9% |
| Participant deferral / active EE | $6,723 | $6,522+3.1% | $5,682+18.3% | $6,713+0.2% |
| Admin fee / account holder | $60 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |