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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 | $208,261 | $227,399-8.4% | $189,758+9.8% | $198,609+4.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 16.30% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,839 | $5,526-48.6% | $4,767-40.4% | $5,055-43.8% |
| Participant deferral / active EE | $6,667 | $6,837-2.5% | $5,856+13.8% | $6,977-4.4% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |