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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 | $23,167 | $211,288-89.0% | $178,540-87.0% | $145,884-84.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.07% | 30.27%-16.2pp | 27.15%-13.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,706 | $4,574-62.7% | $3,953-56.8% | $4,662-63.4% |
| Participant deferral / active EE | $5,088 | $6,967-27.0% | $6,281-19.0% | $6,690-23.9% |
| Admin fee / account holder | $116 | $12,105-99.0% | $10,424-98.9% | $13,392-99.1% |