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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 | $196,700 | $201,372-2.3% | $184,260+6.8% | $145,884+34.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 19.63% | 29.04%-9.4pp | 28.84%-9.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $3,693 | $7,024-47.4% | $6,427-42.5% | $4,662-20.8% |
| Participant deferral / active EE | $7,667 | $9,808-21.8% | $9,133-16.1% | $6,690+14.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |