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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 | $18,191 | $52,279-65.2% | $89,435-79.7% | $79,856-77.2% |
| Participation rate | 54.5% | 57.5%-3.0pp | 68.0%-13.4pp | 69.6%-15.1pp |
| Annual return | 22.14% | 22.16%0pp | 245.55%-223.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,393 | $1,572-11.4% | $2,587-46.2% | $2,471-43.6% |
| Participant deferral / active EE | $2,017 | $2,740-26.4% | $3,890-48.2% | $3,741-46.1% |
| Admin fee / account holder | $251 | $3,356-92.5% | $4,884-94.9% | $5,306-95.3% |