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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 | $211,288-83.1% | $178,540-80.0% | $145,884-75.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.86% | 30.27%-17.4pp | 27.15%-14.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,090 | $4,574-76.2% | $3,953-72.4% | $4,662-76.6% |
| Participant deferral / active EE | $1,529 | $6,967-78.1% | $6,281-75.7% | $6,690-77.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |