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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 | $100,375 | $162,136-38.1% | $152,301-34.1% | $154,746-35.1% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 20.50% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,023 | $4,890-38.2% | $4,624-34.6% | $4,379-31.0% |
| Participant deferral / active EE | $5,947 | $8,341-28.7% | $8,004-25.7% | $6,730-11.6% |
| Admin fee / account holder | $31 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |