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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 | $50,749 | $114,013-55.5% | $103,693-51.1% | $155,188-67.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 20.03% | 49.31%-29.3pp | 47.61%-27.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,281 | $3,131-59.1% | $2,920-56.1% | $4,248-69.8% |
| Participant deferral / active EE | $7,112 | $4,970+43.1% | $4,579+55.3% | $6,531+8.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |