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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 | $188,134 | $185,312+1.5% | $161,489+16.5% | $154,746+21.6% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 14.88% | 103.84%-89.0pp | 89.72%-74.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,094 | $4,769-77.1% | $4,268-74.4% | $4,379-75.0% |
| Participant deferral / active EE | $6,698 | $6,350+5.5% | $5,630+19.0% | $6,730-0.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |