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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 | $227,399-60.2% | $189,758-52.3% | $198,609-54.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 14.63% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $2,736 | $5,526-50.5% | $4,767-42.6% | $5,055-45.9% |
| Participant deferral / active EE | $4,771 | $6,837-30.2% | $5,856-18.5% | $6,977-31.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |