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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 | $29,877 | $69,541-57.0% | $59,899-50.1% | $135,380-77.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | 12.43% | 7.95%+4.5pp | 3.46%+9.0pp | 519.81%-507.4pp |
| Employer contribution / active EE | $632 | $3,236-80.5% | $2,723-76.8% | $4,779-86.8% |
| Participant deferral / active EE | $3,091 | $4,206-26.5% | $3,402-9.2% | $5,609-44.9% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |