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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 | $48,284-21.6% | $67,524-43.9% | $80,911-53.2% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.6%-7.0pp |
| Annual return | 18.41% | 18.27%+0.1pp | 3519.41%-3501.0pp | 35.63%-17.2pp |
| Employer contribution / active EE | $1,902 | $2,021-5.9% | $2,734-30.4% | $2,756-31.0% |
| Participant deferral / active EE | $3,362 | $2,927+14.9% | $4,001-16.0% | $4,297-21.8% |
| Admin fee / account holder | $133 | $3,688-96.4% | $4,001-96.7% | $6,935-98.1% |