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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 | $239,314 | $87,546+173.4% | $75,784+215.8% | $125,389+90.9% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | 1.49% | 13.49%-12.0pp | 9.68%-8.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,257 | $3,930-68.0% | $3,323-62.2% | $4,866-74.2% |
| Participant deferral / active EE | $7,639 | $4,230+80.6% | $3,652+109.2% | $5,352+42.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |