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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 | $213,955 | $160,070+33.7% | $147,117+45.4% | $145,897+46.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 23.96% | 98.69%-74.7pp | 420.54%-396.6pp | 552.29%-528.3pp |
| Employer contribution / active EE | $1,099 | $5,285-79.2% | $4,932-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $10,846 | $8,419+28.8% | $8,065+34.5% | $6,689+62.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |