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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 | $216,243 | $199,109+8.6% | $173,730+24.5% | $154,746+39.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 18.55% | 20.02%-1.5pp | 19.96%-1.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,200 | $5,311-77.4% | $4,577-73.8% | $4,379-72.6% |
| Participant deferral / active EE | $6,000 | $7,113-15.6% | $6,326-5.2% | $6,730-10.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |