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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 | $87,048 | $140,578-38.1% | $100,671-13.5% | $125,389-30.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | 2.41% | 24.67%-22.3pp | 20.43%-18.0pp | 282.24%-279.8pp |
| Employer contribution / active EE | $925 | $5,965-84.5% | $4,012-76.9% | $4,866-81.0% |
| Participant deferral / active EE | $926 | $3,981-76.7% | $3,144-70.6% | $5,352-82.7% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |