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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 | $77,638 | $90,486-14.2% | $78,676-1.3% | $273,972-71.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.36% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $573 | $3,175-81.9% | $2,850-79.9% | $4,869-88.2% |
| Participant deferral / active EE | $2,188 | $3,901-43.9% | $3,517-37.8% | $5,287-58.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |