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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 | $104,628 | $99,343+5.3% | $84,751+23.5% | $273,968-61.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 338.56% | 22.93%+315.6pp | 22.78%+315.8pp | 41.45%+297.1pp |
| Employer contribution / active EE | $900 | $4,214-78.6% | $3,574-74.8% | $4,869-81.5% |
| Participant deferral / active EE | $12,000 | $4,269+181.1% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |