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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 | $33,252 | $149,741-77.8% | $118,914-72.0% | $158,982-79.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 24.53% | 19.94%+4.6pp | 35.89%-11.4pp | 302.99%-278.5pp |
| Employer contribution / active EE | $1,398 | $4,119-66.1% | $3,264-57.2% | $4,763-70.7% |
| Participant deferral / active EE | $6,231 | $5,226+19.2% | $4,266+46.1% | $5,983+4.1% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |