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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 | $25,543 | $65,712-61.1% | $57,196-55.3% | $273,972-90.7% |
| Participation rate | 68.4% | 78.3%-9.9pp | 75.3%-6.9pp | 83.0%-14.6pp |
| Annual return | 11.66% | 22.01%-10.3pp | 14.59%-2.9pp | 41.46%-29.8pp |
| Employer contribution / active EE | $738 | $3,280-77.5% | $2,683-72.5% | $4,869-84.8% |
| Participant deferral / active EE | $2,012 | $3,782-46.8% | $3,096-35.0% | $5,287-61.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |