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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 | $100,279+143.1% | $81,353+199.7% | $145,884+67.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 10.09% | 34.49%-24.4pp | 24.82%-14.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $25,086 | $2,979+742.1% | $2,464+918.1% | $4,662+438.1% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |