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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 | $43,735 | $114,013-61.6% | $103,693-57.8% | $155,188-71.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 12.94% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $573 | $3,131-81.7% | $2,920-80.4% | $4,248-86.5% |
| Participant deferral / active EE | $4,463 | $4,970-10.2% | $4,579-2.5% | $6,531-31.7% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |