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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 | $170,267 | $166,089+2.5% | $164,928+3.2% | $145,978+16.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.27% | 100.26%-85.0pp | 70.08%-54.8pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,600 | $5,276-69.7% | $4,343-63.2% | $4,662-65.7% |
| Participant deferral / active EE | $8,000 | $6,961+14.9% | $6,034+32.6% | $6,690+19.6% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |