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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 | $29,741 | $149,778-80.1% | $118,946-75.0% | $158,966-81.3% |
| Participation rate | 69.2% | 82.1%-12.9pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,863 | $4,117-30.5% | $3,263-12.3% | $4,762-39.9% |
| Participant deferral / active EE | $4,725 | $5,225-9.6% | $4,266+10.8% | $5,983-21.0% |
| Admin fee / account holder | $25 | $8,604-99.7% | $6,581-99.6% | $11,250-99.8% |