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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 | $167,694 | $197,637-15.2% | $177,848-5.7% | $158,982+5.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 21.53% | 58.77%-37.2pp | 48.33%-26.8pp | 302.99%-281.5pp |
| Employer contribution / active EE | $5,030 | $6,698-24.9% | $5,919-15.0% | $4,763+5.6% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,983+189.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |