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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 | $165,564 | $174,379-5.1% | $152,093+8.9% | $138,895+19.2% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 17.12% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,349 | $4,652-49.5% | $4,175-43.7% | $4,194-44.0% |
| Participant deferral / active EE | $8,245 | $6,159+33.9% | $5,451+51.2% | $6,396+28.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |