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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 | $35,698 | $157,829-77.4% | $136,867-73.9% | $198,609-82.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 8.11% | 51.25%-43.1pp | 42.97%-34.9pp | 202.70%-194.6pp |
| Employer contribution / active EE | $825 | $3,923-79.0% | $3,547-76.7% | $5,055-83.7% |
| Participant deferral / active EE | $3,724 | $5,463-31.8% | $4,924-24.4% | $6,977-46.6% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |