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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 | $138,312-4.4% | $122,979+7.5% | $155,188-14.8% |
| Participation rate | 61.5% | 80.2%-18.7pp | 77.2%-15.7pp | 80.8%-19.3pp |
| Annual return | 3557.98% | 22.06%+3535.9pp | 20.12%+3537.9pp | 148.84%+3409.1pp |
| Employer contribution / active EE | $2,263 | $3,530-35.9% | $3,062-26.1% | $4,248-46.7% |
| Participant deferral / active EE | $8,036 | $5,592+43.7% | $5,003+60.6% | $6,531+23.0% |
| Admin fee / account holder | $20 | $15,089-99.9% | $12,864-99.8% | $14,480-99.9% |