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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 | $34,366 | $162,136-78.8% | $152,301-77.4% | $154,746-77.8% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 22.67% | 91.02%-68.4pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,888 | $4,890-40.9% | $4,624-37.6% | $4,379-34.1% |
| Participant deferral / active EE | $4,202 | $8,341-49.6% | $8,004-47.5% | $6,730-37.6% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |