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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 | $151,666 | $147,556+2.8% | $129,031+17.5% | $198,609-23.6% |
| Participation rate | 60.0% | 77.2%-17.2pp | 73.4%-13.4pp | 82.4%-22.4pp |
| Annual return | 8.87% | 37.41%-28.5pp | 34.67%-25.8pp | 202.70%-193.8pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24 | $15,467-99.8% | $13,208-99.8% | $19,030-99.9% |