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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 | $165,588 | $106,267+55.8% | $96,520+71.6% | $139,456+18.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.82% | 38.45%-20.6pp | 35.72%-17.9pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,030 | $4,105-50.6% | $3,739-45.7% | $4,753-57.3% |
| Participant deferral / active EE | $17,500 | $5,454+220.8% | $4,879+258.7% | $6,711+160.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |