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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 | $110,310 | $88,996+23.9% | $78,004+41.4% | $138,895-20.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 20.29% | 28.03%-7.7pp | 31.07%-10.8pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,698 | $4,724-0.6% | $4,092+14.8% | $6,396-26.6% |
| Admin fee / account holder | $254 | $8,807-97.1% | $7,578-96.6% | $12,562-98.0% |