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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 | $90,437 | $172,111-47.5% | $150,298-39.8% | $137,256-34.1% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 14.63% | 69.37%-54.7pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,736 | $4,636-41.0% | $4,154-34.1% | $4,156-34.2% |
| Participant deferral / active EE | $4,771 | $6,166-22.6% | $5,453-12.5% | $6,407-25.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |