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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 | $123,084 | $184,014-33.1% | $161,149-23.6% | $138,895-11.4% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.8%-23.8pp | 79.9%-24.9pp |
| Annual return | 17.64% | 21.52%-3.9pp | 21.16%-3.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,449 | $6,909-64.6% | $6,153-60.2% | $6,396-61.7% |
| Admin fee / account holder | $3 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |