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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 | $160,070-24.5% | $147,117-17.9% | $145,897-17.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.16% | 98.69%-73.5pp | 420.54%-395.4pp | 552.29%-527.1pp |
| Employer contribution / active EE | $1,500 | $5,285-71.6% | $4,932-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $11,500 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $131 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |