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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 | $127,780 | $58,275+119.3% | $81,844+56.1% | $80,935+57.9% |
| Participation rate | 30.3% | 63.5%-33.2pp | 72.4%-42.1pp | 67.7%-37.4pp |
| Annual return | 16.10% | 41.82%-25.7pp | 778.87%-762.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |