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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 | $29,468 | $181,062-83.7% | $158,223-81.4% | $155,188-81.0% |
| Participation rate | 56.5% | 82.7%-26.1pp | 79.2%-22.7pp | 80.8%-24.3pp |
| Annual return | 37.86% | 57.39%-19.5pp | 52.09%-14.2pp | 148.84%-111.0pp |
| Employer contribution / active EE | $1,284 | $4,565-71.9% | $4,109-68.8% | $4,248-69.8% |
| Participant deferral / active EE | $3,847 | $6,134-37.3% | $5,467-29.6% | $6,531-41.1% |
| Admin fee / account holder | $146 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |