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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 | $229,286 | $135,905+68.7% | $126,068+81.9% | $198,609+15.4% |
| Participation rate | 42.9% | 85.6%-42.8pp | 84.7%-41.8pp | 82.4%-39.5pp |
| Annual return | 19.86% | 14.07%+5.8pp | 15.01%+4.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,429 | $4,245-42.8% | $3,968-38.8% | $5,055-51.9% |
| Participant deferral / active EE | $8,075 | $8,523-5.3% | $8,214-1.7% | $6,977+15.7% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |