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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 | $217,854 | $99,652+118.6% | $78,778+176.5% | $147,586+47.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 121.15% | 47.28%+73.9pp | 35.62%+85.5pp | 578.59%-457.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |