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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 | $60,511 | $101,063-40.1% | $81,473-25.7% | $147,585-59.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 16.18% | 32.41%-16.2pp | 38.78%-22.6pp | 578.58%-562.4pp |
| Employer contribution / active EE | $2,629 | $3,206-18.0% | $2,568+2.4% | $4,876-46.1% |
| Participant deferral / active EE | $1,678 | $4,242-60.4% | $3,537-52.6% | $5,439-69.1% |
| Admin fee / account holder | $99 | $5,812-98.3% | $4,561-97.8% | $10,886-99.1% |