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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 | $73,589 | $225,673-67.4% | $203,872-63.9% | $155,188-52.6% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 15.49% | 95.91%-80.4pp | 85.11%-69.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,142 | $4,099-72.1% | $3,757-69.6% | $4,248-73.1% |
| Participant deferral / active EE | $4,841 | $6,893-29.8% | $6,388-24.2% | $6,531-25.9% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |