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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 | $81,318 | $185,312-56.1% | $161,489-49.6% | $154,746-47.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 10.54% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,048 | $4,769-57.1% | $4,268-52.0% | $4,379-53.2% |
| Participant deferral / active EE | $4,503 | $6,350-29.1% | $5,630-20.0% | $6,730-33.1% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |