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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 | $163,237 | $181,062-9.8% | $158,223+3.2% | $155,188+5.2% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 16.64% | 57.39%-40.7pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,868 | $4,565-59.1% | $4,109-54.5% | $4,248-56.0% |
| Participant deferral / active EE | $5,529 | $6,134-9.9% | $5,467+1.1% | $6,531-15.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |