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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 | $46,884 | $58,099-19.3% | $76,872-39.0% | $75,173-37.6% |
| Participation rate | 68.8% | 63.9%+4.9pp | 69.6%-0.8pp | 67.2%+1.5pp |
| Annual return | 18.43% | 26.71%-8.3pp | 37.90%-19.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $4,742 | $1,996+137.6% | $2,533+87.2% | $2,671+77.5% |
| Participant deferral / active EE | $4,864 | $2,999+62.2% | $3,832+26.9% | $4,126+17.9% |
| Admin fee / account holder | $188 | $4,778-96.1% | $5,476-96.6% | $5,651-96.7% |