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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 | $35,676 | $211,224-83.1% | $178,505-80.0% | $145,897-75.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.86% | 30.28%-17.4pp | 27.16%-14.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,090 | $4,577-76.2% | $3,955-72.5% | $4,663-76.6% |
| Participant deferral / active EE | $1,529 | $6,966-78.1% | $6,280-75.7% | $6,689-77.1% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |