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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 | $37,173 | $94,439-60.6% | $73,658-49.5% | $154,746-76.0% |
| Participation rate | 12.5% | 64.7%-52.2pp | 57.0%-44.5pp | 80.7%-68.2pp |
| Annual return | 28.24% | 28.25%0pp | 29.72%-1.5pp | 172.34%-144.1pp |
| Employer contribution / active EE | $541 | $1,257-57.0% | $1,032-47.6% | $4,379-87.6% |
| Participant deferral / active EE | $1,093 | $2,527-56.8% | $2,062-47.0% | $6,730-83.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |