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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 | $65,662 | $48,314+35.9% | $67,561-2.8% | $80,925-18.9% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.7%-37.7pp |
| Annual return | 12.03% | 18.28%-6.2pp | 3525.44%-3513.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $951 | $2,022-52.9% | $2,735-65.2% | $2,756-65.5% |
| Participant deferral / active EE | $1,237 | $2,927-57.7% | $4,003-69.1% | $4,299-71.2% |
| Admin fee / account holder | $242 | $3,690-93.4% | $4,006-94.0% | $6,940-96.5% |