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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 | $40,942 | $185,905-78.0% | $170,057-75.9% | $139,487-70.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 27.42% | 60.56%-33.1pp | 53.42%-26.0pp | 373.84%-346.4pp |
| Employer contribution / active EE | $1,875 | $7,597-75.3% | $6,790-72.4% | $4,755-60.6% |
| Participant deferral / active EE | $9,445 | $11,627-18.8% | $10,411-9.3% | $6,713+40.7% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |