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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 | $171,613 | $156,398+9.7% | $147,318+16.5% | $138,895+23.6% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 17.82% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,565 | $4,853-67.7% | $4,593-65.9% | $4,194-62.7% |
| Participant deferral / active EE | $5,029 | $8,237-39.0% | $7,906-36.4% | $6,396-21.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |