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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 | $136,860+74.1% | $120,344+98.0% | $154,746+53.9% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 20.30% | 21.38%-1.1pp | 20.30%0pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,225 | $3,533-65.3% | $3,020-59.4% | $4,379-72.0% |
| Participant deferral / active EE | $9,503 | $5,793+64.0% | $5,135+85.1% | $6,730+41.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |