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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 | $126,661+4.3% | $113,397+16.5% | $138,895-4.9% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 3557.98% | 25.05%+3532.9pp | 23.20%+3534.8pp | 145.39%+3412.6pp |
| Employer contribution / active EE | $2,263 | $3,456-34.5% | $2,977-24.0% | $4,194-46.0% |
| Participant deferral / active EE | $8,036 | $5,693+41.2% | $5,076+58.3% | $6,396+25.6% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |