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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 | $24,125 | $215,361-88.8% | $171,082-85.9% | $273,972-91.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 7.56% | 25.14%-17.6pp | 32.56%-25.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,360 | $4,967-32.4% | $4,002-16.1% | $4,869-31.0% |
| Participant deferral / active EE | $8,600 | $5,543+55.1% | $4,797+79.3% | $5,287+62.6% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,133-99.8% |