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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 | $57,466 | $110,337-47.9% | $102,383-43.9% | $145,877-60.6% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 14.03% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,309 | $4,216-68.9% | $3,870-66.2% | $4,663-71.9% |
| Participant deferral / active EE | $2,601 | $5,621-53.7% | $5,060-48.6% | $6,691-61.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |