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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 | $64,475 | $72,607-11.2% | $90,259-28.6% | $87,485-26.3% |
| Participation rate | 42.4% | 64.8%-22.4pp | 70.7%-28.3pp | 68.9%-26.5pp |
| Annual return | 12.97% | 18.59%-5.6pp | 18.88%-5.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,142 | $3,055-62.6% | $3,827-70.2% | $4,274-73.3% |
| Admin fee / account holder | $18 | $5,947-99.7% | $7,267-99.8% | $7,775-99.8% |