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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 | $243,851 | $107,809+126.2% | $90,657+169.0% | $135,379+80.1% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | 42.17% | -0.90%+43.1pp | 1.89%+40.3pp | 519.79%-477.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |