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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 | $21,635 | $96,524-77.6% | $75,900-71.5% | $152,909-85.9% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.5%-13.2pp |
| Annual return | 20.99% | 33.93%-12.9pp | 30.73%-9.7pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,427 | $3,311-56.9% | $2,501-43.0% | $4,764-70.1% |
| Participant deferral / active EE | $4,419 | $4,554-3.0% | $3,604+22.6% | $5,851-24.5% |
| Admin fee / account holder | $261 | $8,082-96.8% | $5,421-95.2% | $11,601-97.8% |