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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 | $45,376 | $184,014-75.3% | $161,149-71.8% | $138,895-67.3% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.8%-10.1pp | 79.9%-11.2pp |
| Annual return | 18.58% | 21.52%-2.9pp | 21.16%-2.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,458 | $5,055-71.2% | $4,360-66.6% | $4,194-65.2% |
| Participant deferral / active EE | $4,235 | $6,909-38.7% | $6,153-31.2% | $6,396-33.8% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |