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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 | $80,173 | $157,270-49.0% | $141,173-43.2% | $152,870-47.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 23.80% | 64.33%-40.5pp | 71.40%-47.6pp | 345.34%-321.5pp |
| Employer contribution / active EE | $1,957 | $5,261-62.8% | $4,735-58.7% | $4,763-58.9% |
| Participant deferral / active EE | $4,915 | $7,110-30.9% | $6,710-26.7% | $5,850-16.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |