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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 | $57,871 | $126,661-54.3% | $113,397-49.0% | $138,895-58.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 19.24% | 25.05%-5.8pp | 23.20%-4.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,183 | $3,456-36.8% | $2,977-26.7% | $4,194-47.9% |
| Participant deferral / active EE | $2,183 | $5,693-61.6% | $5,076-57.0% | $6,396-65.9% |
| Admin fee / account holder | $66 | $14,549-99.5% | $11,957-99.4% | $12,562-99.5% |