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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 | $172,149 | $100,970+70.5% | $96,576+78.3% | $137,256+25.4% |
| Participation rate | 26.7% | 82.6%-55.9pp | 81.4%-54.8pp | 80.0%-53.3pp |
| Annual return | 14.62% | 38.16%-23.5pp | 38.47%-23.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,899 | $8,286-28.8% | $7,956-25.9% | $6,407-7.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |