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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 | $44,983 | $39,162+14.9% | $100,671-55.3% | $59,633-24.6% |
| Participation rate | 47.8% | 55.9%-8.0pp | 70.7%-22.9pp | 68.7%-20.8pp |
| Annual return | 1.99% | 21.07%-19.1pp | 20.43%-18.4pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $872 | $1,151-24.2% | $4,012-78.3% | $2,203-60.4% |
| Participant deferral / active EE | $1,789 | $1,992-10.2% | $3,144-43.1% | $3,192-44.0% |
| Admin fee / account holder | $240 | $2,969-91.9% | $4,850-95.1% | $4,297-94.4% |