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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 | $213,785-78.8% | $185,441-75.5% | $155,188-70.8% |
| Participation rate | 68.8% | 83.2%-14.5pp | 80.3%-11.5pp | 80.8%-12.1pp |
| Annual return | 18.58% | 19.97%-1.4pp | 20.16%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,458 | $5,393-73.0% | $4,672-68.8% | $4,248-65.7% |
| Participant deferral / active EE | $4,235 | $6,864-38.3% | $6,152-31.2% | $6,531-35.2% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |