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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 | $69,819 | $225,673-69.1% | $203,872-65.8% | $155,188-55.0% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 14.82% | 95.91%-81.1pp | 85.11%-70.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,505 | $4,099-63.3% | $3,757-60.0% | $4,248-64.6% |
| Participant deferral / active EE | $12,432 | $6,893+80.3% | $6,388+94.6% | $6,531+90.3% |
| Admin fee / account holder | $270 | $12,327-97.8% | $11,730-97.7% | $14,480-98.1% |