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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 | $133,639 | $208,088-35.8% | $186,193-28.2% | $154,746-13.6% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.1%-31.0pp | 80.7%-34.5pp |
| Annual return | 26.09% | 89.97%-63.9pp | 78.03%-51.9pp | 172.34%-146.3pp |
| Employer contribution / active EE | $693 | $4,340-84.0% | $3,918-82.3% | $4,379-84.2% |
| Participant deferral / active EE | $2,841 | $7,078-59.9% | $6,513-56.4% | $6,730-57.8% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |