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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 | $113,201 | $106,524+6.3% | $152,301-25.7% | $87,485+29.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 20.47% | 26.89%-6.4pp | 80.50%-60.0pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,672 | $3,371-20.7% | $4,624-42.2% | $2,596+2.9% |
| Participant deferral / active EE | $4,909 | $6,525-24.8% | $8,004-38.7% | $4,274+14.9% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |