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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 | $72,970 | $181,062-59.7% | $158,223-53.9% | $155,188-53.0% |
| Participation rate | 69.2% | 82.7%-13.4pp | 79.2%-10.0pp | 80.8%-11.6pp |
| Annual return | 18.83% | 57.39%-38.6pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,787 | $4,565-60.8% | $4,109-56.5% | $4,248-57.9% |
| Participant deferral / active EE | $3,741 | $6,134-39.0% | $5,467-31.6% | $6,531-42.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |