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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 | $83,750 | $185,312-54.8% | $161,489-48.1% | $154,746-45.9% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.7%-13.5pp | 80.7%-15.5pp |
| Annual return | 22.04% | 103.84%-81.8pp | 89.72%-67.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,278 | $4,769-52.2% | $4,268-46.6% | $4,379-48.0% |
| Participant deferral / active EE | $3,320 | $6,350-47.7% | $5,630-41.0% | $6,730-50.7% |
| Admin fee / account holder | $242 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |