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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 | $176,833 | $103,385+71.0% | $87,104+103.0% | $152,870+15.7% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.9%-76.9pp | 82.4%-82.4pp |
| Annual return | 26.10% | 28.10%-2.0pp | 28.19%-2.1pp | 345.34%-319.2pp |
| Employer contribution / active EE | $2,928 | $3,220-9.1% | $2,521+16.1% | $4,763-38.5% |
| Participant deferral / active EE | $5,594 | $4,778+17.1% | $4,049+38.2% | $5,850-4.4% |
| Admin fee / account holder | $0 | $12,192-100.0% | $7,490-100.0% | $11,597-100.0% |