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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 | $85,585 | $154,228-44.5% | $145,433-41.2% | $137,256-37.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.73% | 74.59%-53.9pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,954 | $4,804-59.3% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $7,645 | $8,216-6.9% | $7,897-3.2% | $6,407+19.3% |
| Admin fee / account holder | $11 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |