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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 | $40,949 | $106,588-61.6% | $94,215-56.5% | $155,188-73.6% |
| Participation rate | 68.4% | 74.3%-5.9pp | 70.0%-1.5pp | 80.8%-12.4pp |
| Annual return | 17.95% | 29.39%-11.4pp | 28.22%-10.3pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,604 | $3,080-47.9% | $2,675-40.0% | $4,248-62.2% |
| Participant deferral / active EE | $3,395 | $4,802-29.3% | $4,276-20.6% | $6,531-48.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |