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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 | $73,713 | $114,013-35.3% | $103,693-28.9% | $155,188-52.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 14.38% | 49.31%-34.9pp | 47.61%-33.2pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,597 | $3,131-17.1% | $2,920-11.1% | $4,248-38.9% |
| Participant deferral / active EE | $6,791 | $4,970+36.6% | $4,579+48.3% | $6,531+4.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |