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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 | $100,862 | $153,311-34.2% | $109,313-7.7% | $273,972-63.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 9.31% | 29.86%-20.6pp | 22.07%-12.8pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,429 | $5,619-74.6% | $3,892-63.3% | $4,869-70.7% |
| Participant deferral / active EE | $1,429 | $3,932-63.7% | $3,166-54.9% | $5,287-73.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |