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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 | $41,074 | $40,275+2.0% | $57,356-28.4% | $59,633-31.1% |
| Participation rate | 31.0% | 69.1%-38.1pp | 75.1%-44.0pp | 68.7%-37.6pp |
| Annual return | 9.27% | 27.52%-18.3pp | 24.41%-15.1pp | 2041.45%-2032.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,843 | $2,400-23.2% | $3,162-41.7% | $3,192-42.3% |
| Admin fee / account holder | $261 | $2,820-90.8% | $3,357-92.2% | $4,297-93.9% |