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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 | $50,944 | $185,312-72.5% | $161,489-68.5% | $154,746-67.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.48% | 103.84%-83.4pp | 89.72%-69.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,141 | $4,769-55.1% | $4,268-49.8% | $4,379-51.1% |
| Participant deferral / active EE | $7,100 | $6,350+11.8% | $5,630+26.1% | $6,730+5.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |