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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 | $44,720 | $181,896-75.4% | $156,551-71.4% | $273,972-83.7% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 9.39% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,570 | $5,550+36.4% | $4,871+55.4% | $5,287+43.2% |
| Admin fee / account holder | $63 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |