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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 | $23,763 | $232,540-89.8% | $185,117-87.2% | $147,586-83.9% |
| Participation rate | 38.5% | 82.4%-43.9pp | 77.3%-38.8pp | 82.8%-44.4pp |
| Annual return | 19.63% | 43.03%-23.4pp | 40.50%-20.9pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,065 | $5,195-60.2% | $4,182-50.6% | $4,876-57.6% |
| Participant deferral / active EE | $5,726 | $5,834-1.8% | $5,045+13.5% | $5,439+5.3% |
| Admin fee / account holder | $169 | $10,275-98.4% | $8,159-97.9% | $10,886-98.4% |