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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 | $59,078 | $98,776-40.2% | $149,745-60.5% | $79,856-26.0% |
| Participation rate | 23.7% | 75.8%-52.1pp | 82.5%-58.8pp | 69.6%-46.0pp |
| Annual return | 24.77% | 27.38%-2.6pp | 276.72%-252.0pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,560 | $3,217-51.5% | $4,646-66.4% | $2,471-36.9% |
| Participant deferral / active EE | $3,352 | $5,681-41.0% | $6,843-51.0% | $3,741-10.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |