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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 | $137,970 | $155,555-11.3% | $146,866-6.1% | $155,188-11.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.5%-18.2pp | 80.8%-16.5pp |
| Annual return | 20.54% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,585 | $4,647-65.9% | $4,425-64.2% | $4,248-62.7% |
| Participant deferral / active EE | $7,285 | $8,044-9.4% | $7,759-6.1% | $6,531+11.5% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |