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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 | $87,912 | $135,956-35.3% | $123,894-29.0% | $273,972-67.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,069 | $5,170-21.3% | $4,617-11.9% | $4,869-16.4% |
| Participant deferral / active EE | $8,468 | $6,343+33.5% | $5,984+41.5% | $5,287+60.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |