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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 | $233,089 | $156,398+49.0% | $147,318+58.2% | $138,895+67.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 18.64% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,501 | $4,853-7.3% | $4,593-2.0% | $4,194+7.3% |
| Participant deferral / active EE | $13,856 | $8,237+68.2% | $7,906+75.2% | $6,396+116.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |