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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 | $81,701 | $125,193-34.7% | $105,591-22.6% | $145,978-44.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 16.84% | 225.53%-208.7pp | 116.43%-99.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $14,882 | $3,718+300.2% | $3,166+370.0% | $4,662+219.2% |
| Participant deferral / active EE | $10,475 | $5,708+83.5% | $5,008+109.1% | $6,690+56.6% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |