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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 | $28,098 | $93,617-70.0% | $135,982-79.3% | $75,177-62.6% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 17.30% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,722 | $3,538-51.3% | $4,859-64.6% | $2,671-35.5% |
| Participant deferral / active EE | $3,724 | $6,406-41.9% | $7,760-52.0% | $4,126-9.8% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |