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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 | $142,232 | $275,752-48.4% | $256,809-44.6% | $198,609-28.4% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 7.56% | 34.81%-27.3pp | 32.73%-25.2pp | 202.70%-195.1pp |
| Employer contribution / active EE | $2,232 | $7,721-71.1% | $7,263-69.3% | $5,055-55.9% |
| Participant deferral / active EE | $13,199 | $10,037+31.5% | $9,520+38.7% | $6,977+89.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |