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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 | $57,186 | $46,599+22.7% | $64,101-10.8% | $75,173-23.9% |
| Participation rate | 28.6% | 65.9%-37.4pp | 72.3%-43.7pp | 67.2%-38.6pp |
| Annual return | 14.97% | 26.06%-11.1pp | 33.72%-18.8pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,186 | $1,975-39.9% | $2,749-56.8% | $2,671-55.6% |
| Participant deferral / active EE | $2,554 | $2,837-10.0% | $3,881-34.2% | $4,126-38.1% |
| Admin fee / account holder | $8 | $2,956-99.7% | $3,070-99.7% | $5,651-99.9% |