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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 | $128,340 | $100,139+28.2% | $85,187+50.7% | $145,884-12.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.16% | 84.15%-73.0pp | 66.67%-55.5pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,798 | $3,238-44.5% | $2,732-34.2% | $4,662-61.4% |
| Participant deferral / active EE | $6,188 | $5,296+16.9% | $4,525+36.8% | $6,690-7.5% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |