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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 | $33,081 | $228,352-85.5% | $185,835-82.2% | $158,966-79.2% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 17.97% | 40.81%-22.8pp | 35.96%-18.0pp | 302.95%-285.0pp |
| Employer contribution / active EE | $910 | $4,967-81.7% | $4,087-77.7% | $4,762-80.9% |
| Participant deferral / active EE | $2,214 | $6,416-65.5% | $5,633-60.7% | $5,983-63.0% |
| Admin fee / account holder | $230 | $11,867-98.1% | $9,502-97.6% | $11,250-98.0% |