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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 | $140,138 | $155,555-9.9% | $146,866-4.6% | $155,188-9.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 29.48% | 115.41%-85.9pp | 102.85%-73.4pp | 148.84%-119.4pp |
| Employer contribution / active EE | $1,789 | $4,647-61.5% | $4,425-59.6% | $4,248-57.9% |
| Participant deferral / active EE | $4,972 | $8,044-38.2% | $7,759-35.9% | $6,531-23.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |