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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 | $72,318 | $140,578-48.6% | $100,671-28.2% | $125,389-42.3% |
| Participation rate | 42.1% | 80.4%-38.3pp | 70.7%-28.6pp | 83.2%-41.1pp |
| Annual return | 0.82% | 24.67%-23.9pp | 20.43%-19.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $658 | $5,965-89.0% | $4,012-83.6% | $4,866-86.5% |
| Participant deferral / active EE | $3,937 | $3,981-1.1% | $3,144+25.2% | $5,352-26.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |