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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 | $37,855 | $48,337-21.7% | $67,560-44.0% | $80,959-53.2% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.7%-7.1pp |
| Annual return | 18.41% | 18.26%+0.1pp | 3533.50%-3515.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,902 | $2,023-5.9% | $2,737-30.5% | $2,757-31.0% |
| Participant deferral / active EE | $3,362 | $2,928+14.8% | $4,004-16.0% | $4,300-21.8% |
| Admin fee / account holder | $133 | $3,695-96.4% | $3,994-96.7% | $6,925-98.1% |