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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 | $243,822 | $100,125+143.5% | $81,482+199.2% | $145,978+67.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 10.09% | 34.44%-24.3pp | 24.79%-14.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $25,086 | $2,977+742.6% | $2,463+918.5% | $4,662+438.1% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |