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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 | $138,312+72.2% | $122,979+93.7% | $155,188+53.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 20.30% | 22.06%-1.8pp | 20.12%+0.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,225 | $3,530-65.3% | $3,062-60.0% | $4,248-71.2% |
| Participant deferral / active EE | $9,503 | $5,592+69.9% | $5,003+89.9% | $6,531+45.5% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |