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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 | $78,514 | $160,028-50.9% | $147,080-46.6% | $145,884-46.2% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 101.16% | 98.60%+2.6pp | 420.17%-319.0pp | 551.85%-450.7pp |
| Employer contribution / active EE | $1,283 | $5,286-75.7% | $4,933-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $2,812 | $8,422-66.6% | $8,066-65.1% | $6,690-58.0% |
| Admin fee / account holder | $15 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |