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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 | $25,975 | $156,398-83.4% | $147,318-82.4% | $138,895-81.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 22.48% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,592 | $4,853-67.2% | $4,593-65.3% | $4,194-62.0% |
| Participant deferral / active EE | $2,565 | $8,237-68.9% | $7,906-67.6% | $6,396-59.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |