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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 | $163,316 | $117,444+39.1% | $99,479+64.2% | $152,909+6.8% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 18.69% | 31.87%-13.2pp | 30.72%-12.0pp | 345.46%-326.8pp |
| Employer contribution / active EE | $958 | $3,014-68.2% | $2,540-62.3% | $4,764-79.9% |
| Participant deferral / active EE | $6,462 | $4,086+58.1% | $3,619+78.6% | $5,851+10.4% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |