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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 | $124,619 | $71,057+75.4% | $93,654+33.1% | $80,874+54.1% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 14.22% | 11.26%+3.0pp | 133.34%-119.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,408 | $1,564+54.0% | $2,421-0.5% | $2,756-12.6% |
| Participant deferral / active EE | $5,773 | $4,034+43.1% | $4,413+30.8% | $4,297+34.4% |
| Admin fee / account holder | $159 | $6,944-97.7% | $8,282-98.1% | $6,935-97.7% |