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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 | $18,360 | $77,638-76.4% | $156,551-88.3% | $62,881-70.8% |
| Participation rate | 59.3% | 71.2%-11.9pp | 84.0%-24.8pp | 69.3%-10.0pp |
| Annual return | 13.73% | 50.33%-36.6pp | 32.23%-18.5pp | 20.14%-6.4pp |
| Employer contribution / active EE | $2,065 | $3,444-40.0% | $5,501-62.5% | $2,281-9.5% |
| Participant deferral / active EE | $3,193 | $3,046+4.8% | $4,871-34.4% | $3,203-0.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |