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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 | $100,073+33.5% | $85,126+57.0% | $145,877-8.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.80% | 84.11%-66.3pp | 66.63%-48.8pp | 551.28%-533.5pp |
| Employer contribution / active EE | $10,782 | $3,236+233.1% | $2,731+294.7% | $4,663+131.2% |
| Participant deferral / active EE | $14,000 | $5,294+164.4% | $4,523+209.5% | $6,691+109.3% |
| Admin fee / account holder | $52 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |