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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 | $71,014 | $157,829-55.0% | $136,867-48.1% | $198,609-64.2% |
| Participation rate | 62.5% | 77.2%-14.7pp | 74.5%-12.0pp | 82.4%-19.9pp |
| Annual return | 18.57% | 51.25%-32.7pp | 42.97%-24.4pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,428 | $3,923-63.6% | $3,547-59.7% | $5,055-71.8% |
| Participant deferral / active EE | $3,209 | $5,463-41.3% | $4,924-34.8% | $6,977-54.0% |
| Admin fee / account holder | $14 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |