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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 | $193,372 | $136,307+41.9% | $106,619+81.4% | $273,972-29.4% |
| Participation rate | 38.9% | 84.8%-45.9pp | 78.0%-39.1pp | 83.0%-44.1pp |
| Annual return | 7.52% | 11.05%-3.5pp | 9.42%-1.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,505 | $5,190-71.0% | $3,947-61.9% | $4,869-69.1% |
| Participant deferral / active EE | $7,800 | $4,969+57.0% | $3,930+98.5% | $5,287+47.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |