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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 | $77,324 | $118,877-35.0% | $96,570-19.9% | $167,536-53.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 24.31% | 50.50%-26.2pp | 37.79%-13.5pp | 478.82%-454.5pp |
| Employer contribution / active EE | $4,276 | $3,121+37.0% | $2,357+81.4% | $4,839-11.6% |
| Participant deferral / active EE | $13,000 | $4,617+181.6% | $3,849+237.7% | $6,342+105.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |