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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 | $46,663 | $103,000-54.7% | $90,300-48.3% | $152,885-69.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 28.67% | 95.19%-66.5pp | 78.11%-49.4pp | 345.39%-316.7pp |
| Employer contribution / active EE | $2,513 | $3,138-19.9% | $2,854-12.0% | $4,763-47.3% |
| Participant deferral / active EE | $7,533 | $4,281+76.0% | $3,884+93.9% | $5,851+28.8% |
| Admin fee / account holder | $225 | $6,173-96.4% | $5,353-95.8% | $11,598-98.1% |