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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 | $107,809-35.9% | $97,032-28.8% | $155,188-55.5% |
| Participation rate | 57.1% | 75.5%-18.3pp | 71.6%-14.4pp | 80.8%-23.7pp |
| Annual return | 26.36% | 38.06%-11.7pp | 35.38%-9.0pp | 148.84%-122.5pp |
| Employer contribution / active EE | $1,174 | $2,911-59.7% | $2,629-55.4% | $4,248-72.4% |
| Participant deferral / active EE | $7,713 | $5,129+50.4% | $4,672+65.1% | $6,531+18.1% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |