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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 | $21,576 | $78,013-72.3% | $178,449-87.9% | $80,911-73.3% |
| Participation rate | 58.3% | 65.7%-7.3pp | 77.1%-18.8pp | 67.6%-9.3pp |
| Annual return | 24.61% | 18.07%+6.5pp | 27.09%-2.5pp | 35.63%-11.0pp |
| Employer contribution / active EE | $1,625 | $2,287-28.9% | $3,951-58.9% | $2,756-41.0% |
| Participant deferral / active EE | $6,266 | $4,408+42.2% | $6,277-0.2% | $4,297+45.8% |
| Admin fee / account holder | $0 | $7,166-100.0% | $10,362-100.0% | $6,935-100.0% |