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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 | $184,014+17.5% | $161,149+34.2% | $138,895+55.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 18.55% | 21.52%-3.0pp | 21.16%-2.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,200 | $5,055-76.3% | $4,360-72.5% | $4,194-71.4% |
| Participant deferral / active EE | $6,000 | $6,909-13.2% | $6,153-2.5% | $6,396-6.2% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |