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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 | $67,894-5.0% | $89,340-27.8% | $82,448-21.8% |
| Participation rate | 42.4% | 64.0%-21.6pp | 69.6%-27.1pp | 68.1%-25.6pp |
| Annual return | 12.97% | 19.21%-6.2pp | 20.57%-7.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,142 | $3,072-62.8% | $3,823-70.1% | $4,139-72.4% |
| Admin fee / account holder | $18 | $5,723-99.7% | $6,704-99.7% | $7,234-99.8% |