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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 | $168,092 | $157,304+6.9% | $141,197+19.0% | $152,909+9.9% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 27.42% | 64.34%-36.9pp | 71.41%-44.0pp | 345.46%-318.0pp |
| Employer contribution / active EE | $3,543 | $5,263-32.7% | $4,736-25.2% | $4,764-25.6% |
| Participant deferral / active EE | $2,886 | $7,111-59.4% | $6,710-57.0% | $5,851-50.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |