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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 | $217,286 | $110,379+96.9% | $102,412+112.2% | $145,884+48.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 19.79% | 24.84%-5.1pp | 24.94%-5.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $1,342 | $4,216-68.2% | $3,870-65.3% | $4,662-71.2% |
| Participant deferral / active EE | $6,329 | $5,622+12.6% | $5,060+25.1% | $6,690-5.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |