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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 | $202,903 | $95,915+111.5% | $79,580+155.0% | $134,532+50.8% |
| Participation rate | 7.7% | 75.0%-67.3pp | 69.5%-61.8pp | 81.2%-73.5pp |
| Annual return | 84.12% | -2.71%+86.8pp | 0.15%+84.0pp | 418.27%-334.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |