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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 | $135,753 | $198,457-31.6% | $170,435-20.3% | $147,586-8.0% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 14.79% | 257.30%-242.5pp | 205.94%-191.1pp | 578.59%-563.8pp |
| Employer contribution / active EE | $12,517 | $6,183+102.4% | $5,432+130.4% | $4,876+156.7% |
| Participant deferral / active EE | $8,727 | $5,629+55.0% | $4,939+76.7% | $5,439+60.5% |
| Admin fee / account holder | $110 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |