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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 | $69,112 | $108,882-36.5% | $96,754-28.6% | $154,746-55.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 26.36% | 98.39%-72.0pp | 82.04%-55.7pp | 172.34%-146.0pp |
| Employer contribution / active EE | $1,174 | $3,018-61.1% | $2,679-56.2% | $4,379-73.2% |
| Participant deferral / active EE | $7,713 | $5,323+44.9% | $4,758+62.1% | $6,730+14.6% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |