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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 | $86,047 | $99,011-13.1% | $86,582-0.6% | $147,586-41.7% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 18.05% | 1312.75%-1294.7pp | 965.08%-947.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,500 | $3,132-52.1% | $2,839-47.2% | $4,876-69.2% |
| Participant deferral / active EE | $6,000 | $3,972+51.0% | $3,609+66.3% | $5,439+10.3% |
| Admin fee / account holder | $238 | $5,709-95.8% | $4,904-95.2% | $10,886-97.8% |