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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 | $50,078 | $157,829-68.3% | $136,867-63.4% | $198,609-74.8% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 11.63% | 51.25%-39.6pp | 42.97%-31.3pp | 202.70%-191.1pp |
| Employer contribution / active EE | $2,576 | $3,923-34.3% | $3,547-27.4% | $5,055-49.0% |
| Participant deferral / active EE | $5,175 | $5,463-5.3% | $4,924+5.1% | $6,977-25.8% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |