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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 | $71,230+75.0% | $93,727+33.0% | $80,959+53.9% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.7%+0.3pp |
| Annual return | 14.22% | 11.26%+3.0pp | 133.83%-119.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,408 | $1,565+53.9% | $2,421-0.5% | $2,757-12.6% |
| Participant deferral / active EE | $5,773 | $4,037+43.0% | $4,417+30.7% | $4,300+34.2% |
| Admin fee / account holder | $159 | $6,961-97.7% | $8,292-98.1% | $6,925-97.7% |