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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 | $60,565 | $54,757+10.6% | $90,300-32.9% | $72,983-17.0% |
| Participation rate | 53.3% | 65.1%-11.8pp | 73.3%-19.9pp | 69.5%-16.2pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.11%-54.2pp | 81.01%-57.1pp |
| Employer contribution / active EE | $5,730 | $2,092+173.9% | $2,854+100.8% | $2,440+134.9% |
| Participant deferral / active EE | $3,391 | $2,887+17.5% | $3,884-12.7% | $3,608-6.0% |
| Admin fee / account holder | $69 | $3,972-98.3% | $5,353-98.7% | $5,124-98.7% |