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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 | $100,574 | $115,911-13.2% | $100,5300% | $158,950-36.7% |
| Participation rate | 17.6% | 81.6%-63.9pp | 79.4%-61.8pp | 82.0%-64.3pp |
| Annual return | 20.13% | 34.80%-14.7pp | 30.89%-10.8pp | 302.91%-282.8pp |
| Employer contribution / active EE | $1,245 | $4,104-69.7% | $3,418-63.6% | $4,762-73.8% |
| Participant deferral / active EE | $3,187 | $6,676-52.3% | $6,271-49.2% | $5,983-46.7% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |