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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 | $238,226 | $124,425+91.5% | $112,040+112.6% | $137,256+73.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 20.30% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,225 | $3,411-64.1% | $2,954-58.5% | $4,156-70.5% |
| Participant deferral / active EE | $9,503 | $5,718+66.2% | $5,098+86.4% | $6,407+48.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |