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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 | $13,395 | $49,249-72.8% | $70,476-81.0% | $79,852-83.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 24.64% | 30.09%-5.4pp | 109.12%-84.5pp | 31.72%-7.1pp |
| Employer contribution / active EE | $937 | $2,100-55.4% | $2,738-65.8% | $2,471-62.1% |
| Participant deferral / active EE | $1,640 | $2,769-40.8% | $3,710-55.8% | $3,740-56.2% |
| Admin fee / account holder | $41 | $2,878-98.6% | $3,847-98.9% | $5,306-99.2% |