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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 | $29,690 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 29.79% | 78.75%-49.0pp | 70.43%-40.6pp | 145.39%-115.6pp |
| Employer contribution / active EE | $1,239 | $4,853-74.5% | $4,593-73.0% | $4,194-70.5% |
| Participant deferral / active EE | $3,110 | $8,237-62.2% | $7,906-60.7% | $6,396-51.4% |
| Admin fee / account holder | $2 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |