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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 | $52,806 | $135,956-61.2% | $123,894-57.4% | $273,972-80.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.31% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,020 | $5,170-60.9% | $4,617-56.3% | $4,869-58.5% |
| Participant deferral / active EE | $9,467 | $6,343+49.3% | $5,984+58.2% | $5,287+79.1% |
| Admin fee / account holder | $191 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |