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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 | $74,154 | $90,486-18.0% | $78,676-5.7% | $273,972-72.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 4.69% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,200 | $3,175-62.2% | $2,850-57.9% | $4,869-75.4% |
| Participant deferral / active EE | $5,200 | $3,901+33.3% | $3,517+47.9% | $5,287-1.6% |
| Admin fee / account holder | $60 | $5,263-98.9% | $4,510-98.7% | $10,133-99.4% |