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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 | $114,976 | $201,344-42.9% | $184,243-37.6% | $145,877-21.2% |
| Participation rate | 46.7% | 87.5%-40.8pp | 86.8%-40.2pp | 80.3%-33.6pp |
| Annual return | 20.52% | 29.01%-8.5pp | 28.82%-8.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,753 | $7,022-75.0% | $6,427-72.7% | $4,663-62.4% |
| Participant deferral / active EE | $8,133 | $9,807-17.1% | $9,132-10.9% | $6,691+21.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |