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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 | $155,248 | $57,285+171.0% | $86,605+79.3% | $75,173+106.5% |
| Participation rate | 41.4% | 63.2%-21.8pp | 71.7%-30.3pp | 67.2%-25.8pp |
| Annual return | 17.95% | 2671.04%-2653.1pp | 591.39%-573.4pp | 160.65%-142.7pp |
| Employer contribution / active EE | $2,238 | $2,315-3.3% | $3,023-26.0% | $2,670-16.2% |
| Participant deferral / active EE | $5,740 | $3,318+73.0% | $4,438+29.3% | $4,126+39.1% |
| Admin fee / account holder | $20 | $4,112-99.5% | $5,611-99.6% | $5,651-99.6% |