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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 | $33,916 | $131,835-74.3% | $108,582-68.8% | $273,972-87.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 32.79% | -91.57%+124.4pp | -51.70%+84.5pp | 41.46%-8.7pp |
| Employer contribution / active EE | $1,697 | $4,913-65.5% | $3,758-54.9% | $4,869-65.1% |
| Participant deferral / active EE | $5,582 | $5,127+8.9% | $4,311+29.5% | $5,287+5.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |