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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 | $18,579 | $111,814-83.4% | $103,378-82.0% | $145,978-87.3% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 14.88% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,817 | $4,215-56.9% | $3,870-53.1% | $4,662-61.0% |
| Participant deferral / active EE | $2,854 | $5,618-49.2% | $5,058-43.6% | $6,690-57.3% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |