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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 | $133,634 | $100,203+33.4% | $85,240+56.8% | $145,897-8.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.80% | 84.28%-66.5pp | 66.75%-49.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $10,782 | $3,242+232.6% | $2,735+294.2% | $4,663+131.2% |
| Participant deferral / active EE | $14,000 | $5,299+164.2% | $4,527+209.2% | $6,689+109.3% |
| Admin fee / account holder | $52 | $7,265-99.3% | $6,165-99.2% | $13,390-99.6% |