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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 | $74,013 | $76,634-3.4% | $56,054+32.0% | $145,978-49.3% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 14.93% | 3004.33%-2989.4pp | 1705.95%-1691.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $103 | $1,380-92.5% | $1,039-90.1% | $4,662-97.8% |
| Participant deferral / active EE | $8,482 | $2,622+223.5% | $1,952+334.5% | $6,690+26.8% |
| Admin fee / account holder | $52 | $3,321-98.4% | $2,822-98.2% | $13,400-99.6% |