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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 | $76,712 | $209,336-63.4% | $197,124-61.1% | $137,256-44.1% |
| Participation rate | 58.3% | 87.3%-29.0pp | 86.7%-28.4pp | 80.0%-21.6pp |
| Annual return | 16.62% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,433 | $6,591-78.3% | $6,227-77.0% | $4,156-65.5% |
| Participant deferral / active EE | $3,939 | $9,614-59.0% | $9,135-56.9% | $6,407-38.5% |
| Admin fee / account holder | $105 | $17,308-99.4% | $16,298-99.4% | $12,270-99.1% |