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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 | $18,407 | $96,558-80.9% | $80,977-77.3% | $273,970-93.3% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 23.20% | 15.14%+8.1pp | 17.11%+6.1pp | 41.46%-18.3pp |
| Employer contribution / active EE | $1,818 | $4,869-62.7% | $3,715-51.1% | $4,869-62.7% |
| Participant deferral / active EE | $1,647 | $6,598-75.0% | $5,696-71.1% | $5,287-68.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,132-100.0% |