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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 | $14,117 | $77,707-81.8% | $70,161-79.9% | $139,456-89.9% |
| Participation rate | 52.9% | 83.1%-30.2pp | 78.8%-25.9pp | 80.3%-27.4pp |
| Annual return | 22.99% | 19.30%+3.7pp | 19.08%+3.9pp | 373.45%-350.5pp |
| Employer contribution / active EE | $5,027 | $4,986+0.8% | $4,285+17.3% | $4,753+5.8% |
| Participant deferral / active EE | $3,571 | $6,443-44.6% | $5,394-33.8% | $6,711-46.8% |
| Admin fee / account holder | $155 | $5,397-97.1% | $4,581-96.6% | $11,407-98.6% |