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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 | $69,232 | $108,882-36.4% | $96,754-28.4% | $154,746-55.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 20.88% | 98.39%-77.5pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,508 | $3,018-50.0% | $2,679-43.7% | $4,379-65.6% |
| Participant deferral / active EE | $1,508 | $5,323-71.7% | $4,758-68.3% | $6,730-77.6% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |