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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 | $132,158 | $124,425+6.2% | $112,040+18.0% | $137,256-3.7% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 3557.98% | 24.72%+3533.3pp | 24.52%+3533.5pp | 220.34%+3337.6pp |
| Employer contribution / active EE | $2,263 | $3,411-33.7% | $2,954-23.4% | $4,156-45.5% |
| Participant deferral / active EE | $8,036 | $5,718+40.5% | $5,098+57.6% | $6,407+25.4% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |