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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 | $126,583 | $112,729+12.3% | $98,716+28.2% | $137,256-7.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 13.68% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,604 | $2,725-41.1% | $2,279-29.6% | $4,156-61.4% |
| Participant deferral / active EE | $6,417 | $4,640+38.3% | $4,048+58.5% | $6,407+0.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |