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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 | $159,978-50.9% | $147,041-46.6% | $145,978-46.2% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 101.16% | 98.36%+2.8pp | 419.21%-318.1pp | 550.52%-449.4pp |
| Employer contribution / active EE | $1,283 | $5,288-75.7% | $4,935-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $2,812 | $8,429-66.6% | $8,071-65.2% | $6,690-58.0% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |