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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 | $36,361 | $77,419-53.0% | $69,461-47.7% | $152,885-76.2% |
| Participation rate | 37.5% | 78.1%-40.6pp | 74.6%-37.1pp | 82.5%-45.0pp |
| Annual return | 9.50% | 39.07%-29.6pp | 28.97%-19.5pp | 345.39%-335.9pp |
| Employer contribution / active EE | $777 | $3,315-76.6% | $2,779-72.0% | $4,763-83.7% |
| Participant deferral / active EE | $3,090 | $4,414-30.0% | $3,536-12.6% | $5,851-47.2% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |