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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 | $17,405 | $183,592-90.5% | $155,574-88.8% | $145,877-88.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.48% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,112 | $5,317-79.1% | $4,676-76.2% | $4,663-76.2% |
| Participant deferral / active EE | $2,468 | $6,466-61.8% | $5,629-56.2% | $6,691-63.1% |
| Admin fee / account holder | $225 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |