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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 | $50,283 | $162,136-69.0% | $152,301-67.0% | $154,746-67.5% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 21.38% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,076 | $4,890-57.6% | $4,624-55.1% | $4,379-52.6% |
| Participant deferral / active EE | $4,455 | $8,341-46.6% | $8,004-44.3% | $6,730-33.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |