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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 | $27,242 | $202,463-86.5% | $169,397-83.9% | $139,487-80.5% |
| Participation rate | 53.3% | 81.1%-27.8pp | 77.2%-23.8pp | 80.3%-27.0pp |
| Annual return | 16.33% | 532.64%-516.3pp | 406.23%-389.9pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,500 | $4,694-68.0% | $4,013-62.6% | $4,755-68.4% |
| Participant deferral / active EE | $1,295 | $6,941-81.3% | $6,223-79.2% | $6,713-80.7% |
| Admin fee / account holder | $23 | $10,726-99.8% | $9,017-99.7% | $11,407-99.8% |