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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 | $225,965 | $106,918+111.3% | $84,021+168.9% | $152,897+47.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 13.51% | 105.01%-91.5pp | 71.32%-57.8pp | 345.43%-331.9pp |
| Employer contribution / active EE | $6,420 | $2,735+134.7% | $1,984+223.6% | $4,764+34.8% |
| Participant deferral / active EE | $1,461 | $4,012-63.6% | $3,239-54.9% | $5,851-75.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |