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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 | $120,813 | $159,978-24.5% | $147,041-17.8% | $145,978-17.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.16% | 98.36%-73.2pp | 419.21%-394.1pp | 550.52%-525.4pp |
| Employer contribution / active EE | $1,500 | $5,288-71.6% | $4,935-69.6% | $4,662-67.8% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,690+71.9% |
| Admin fee / account holder | $131 | $15,053-99.1% | $13,006-99.0% | $13,400-99.0% |