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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 | $79,240 | $153,311-48.3% | $109,313-27.5% | $273,972-71.1% |
| Participation rate | 64.3% | 80.1%-15.8pp | 71.3%-7.0pp | 83.0%-18.7pp |
| Annual return | 6.89% | 29.86%-23.0pp | 22.07%-15.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,019 | $5,619-81.9% | $3,892-73.8% | $4,869-79.1% |
| Participant deferral / active EE | $5,750 | $3,932+46.2% | $3,166+81.6% | $5,287+8.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |