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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 | $81,914 | $100,970-18.9% | $96,576-15.2% | $137,256-40.3% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 18.49% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,007 | $8,286-63.7% | $7,956-62.2% | $6,407-53.1% |
| Admin fee / account holder | $101 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |