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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 | $30,433 | $141,004-78.4% | $112,273-72.9% | $139,466-78.2% |
| Participation rate | 53.8% | 79.2%-25.4pp | 72.4%-18.6pp | 80.3%-26.5pp |
| Annual return | 21.70% | 32.75%-11.0pp | 30.23%-8.5pp | 373.66%-352.0pp |
| Employer contribution / active EE | $1,828 | $4,285-57.3% | $3,431-46.7% | $4,754-61.5% |
| Participant deferral / active EE | $2,229 | $5,878-62.1% | $4,800-53.6% | $6,712-66.8% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |