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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 | $185,312-51.2% | $161,489-44.0% | $154,746-41.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 14.63% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,736 | $4,769-42.6% | $4,268-35.9% | $4,379-37.5% |
| Participant deferral / active EE | $4,771 | $6,350-24.9% | $5,630-15.3% | $6,730-29.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |