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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 | $58,241+119.4% | $81,780+56.2% | $80,911+57.9% |
| Participation rate | 30.3% | 63.4%-33.1pp | 72.4%-42.1pp | 67.6%-37.3pp |
| Annual return | 16.10% | 41.73%-25.6pp | 776.27%-760.2pp | 35.63%-19.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |