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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 | $101,481 | $45,872+121.2% | $77,096+31.6% | $68,486+48.2% |
| Participation rate | 64.7% | 55.9%+8.8pp | 67.9%-3.2pp | 67.9%-3.2pp |
| Annual return | 51.92% | 1.73%+50.2pp | 42.35%+9.6pp | -7.85%+59.8pp |
| Employer contribution / active EE | $1,184 | $1,650-28.2% | $2,814-57.9% | $2,597-54.4% |
| Participant deferral / active EE | $2,210 | $2,963-25.4% | $4,429-50.1% | $4,028-45.1% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |