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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 | $33,041 | $162,785-79.7% | $133,959-75.3% | $158,950-79.2% |
| Participation rate | 56.3% | 83.2%-27.0pp | 79.8%-23.6pp | 82.0%-25.7pp |
| Annual return | 15.18% | 41.94%-26.8pp | 45.09%-29.9pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,106 | $4,975-77.8% | $3,919-71.8% | $4,762-76.8% |
| Participant deferral / active EE | $3,492 | $5,910-40.9% | $5,047-30.8% | $5,983-41.6% |
| Admin fee / account holder | $20 | $11,738-99.8% | $8,928-99.8% | $11,248-99.8% |