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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 | $104,973 | $114,013-7.9% | $103,693+1.2% | $155,188-32.4% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 80.8%-16.1pp |
| Annual return | 34.89% | 49.31%-14.4pp | 47.61%-12.7pp | 148.84%-113.9pp |
| Employer contribution / active EE | $1,011 | $3,131-67.7% | $2,920-65.4% | $4,248-76.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $29 | $8,407-99.7% | $7,858-99.6% | $14,480-99.8% |