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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 | $36,596 | $165,939-77.9% | $122,354-70.1% | $147,586-75.2% |
| Participation rate | 40.9% | 79.6%-38.7pp | 71.6%-30.7pp | 82.8%-41.9pp |
| Annual return | 15.87% | 34.56%-18.7pp | 30.28%-14.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $599 | $5,754-89.6% | $4,051-85.2% | $4,876-87.7% |
| Participant deferral / active EE | $443 | $4,005-89.0% | $3,287-86.5% | $5,439-91.9% |
| Admin fee / account holder | $220 | $7,425-97.0% | $5,479-96.0% | $10,886-98.0% |