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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 | $66,439 | $154,228-56.9% | $145,433-54.3% | $137,256-51.6% |
| Participation rate | 36.8% | 83.8%-46.9pp | 82.1%-45.3pp | 80.0%-43.1pp |
| Annual return | 14.97% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,769 | $8,216-66.3% | $7,897-64.9% | $6,407-56.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |