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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 | $199,109-77.2% | $173,730-73.9% | $154,746-70.7% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.6%-10.8pp | 80.7%-12.0pp |
| Annual return | 18.58% | 20.02%-1.4pp | 19.96%-1.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,458 | $5,311-72.5% | $4,577-68.1% | $4,379-66.7% |
| Participant deferral / active EE | $4,235 | $7,113-40.5% | $6,326-33.1% | $6,730-37.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |