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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 | $78,288 | $82,674-5.3% | $125,381-37.6% | $68,486+14.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -12.88% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3,838 | $3,382+13.5% | $4,815-20.3% | $2,597+47.8% |
| Participant deferral / active EE | $6,646 | $6,111+8.8% | $7,448-10.8% | $4,028+65.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |