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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 | $90,587 | $111,785-19.0% | $93,669-3.3% | $145,877-37.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 21.43% | 203.79%-182.4pp | 133.59%-112.2pp | 551.28%-529.9pp |
| Employer contribution / active EE | $3,730 | $3,096+20.5% | $2,424+53.9% | $4,663-20.0% |
| Participant deferral / active EE | $6,554 | $4,919+33.2% | $4,416+48.4% | $6,691-2.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |