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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 | $61,816 | $129,959-52.4% | $104,301-40.7% | $134,509-54.0% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | 9.85% | 42.04%-32.2pp | 24.61%-14.8pp | 418.13%-408.3pp |
| Employer contribution / active EE | $1,200 | $4,185-71.3% | $3,373-64.4% | $4,741-74.7% |
| Participant deferral / active EE | $2,530 | $5,589-54.7% | $4,626-45.3% | $6,400-60.5% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |