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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 | $138,871 | $90,486+53.5% | $78,676+76.5% | $273,972-49.3% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 5.05% | 75.62%-70.6pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $802 | $3,175-74.7% | $2,850-71.9% | $4,869-83.5% |
| Participant deferral / active EE | $4,161 | $3,901+6.6% | $3,517+18.3% | $5,287-21.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |