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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 | $106,835 | $104,106+2.6% | $71,086+50.3% | $135,382-21.1% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -1.83% | 1256.30%-1258.1pp | 650.59%-652.4pp | 519.77%-521.6pp |
| Employer contribution / active EE | $810 | $1,485-45.5% | $1,088-25.6% | $4,779-83.1% |
| Participant deferral / active EE | $14,000 | $2,527+454.0% | $1,874+647.0% | $5,609+149.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |