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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 | $167,415+42.3% | $140,514+69.5% | $198,609+19.9% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 20.30% | 13.85%+6.4pp | 14.36%+5.9pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,225 | $4,088-70.0% | $3,378-63.7% | $5,055-75.8% |
| Participant deferral / active EE | $9,503 | $5,579+70.3% | $4,919+93.2% | $6,977+36.2% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |