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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 | $178,338 | $117,444+51.8% | $99,479+79.3% | $152,909+16.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 17.46% | 31.87%-14.4pp | 30.72%-13.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $10,121 | $3,014+235.8% | $2,540+298.4% | $4,764+112.4% |
| Participant deferral / active EE | $4,750 | $4,086+16.2% | $3,619+31.3% | $5,851-18.8% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |