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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 | $16,347 | $43,344-62.3% | $59,899-72.7% | $64,173-74.5% |
| Participation rate | 63.5% | 69.2%-5.7pp | 74.7%-11.2pp | 69.6%-6.1pp |
| Annual return | 8.23% | -1.55%+9.8pp | 3.46%+4.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,001 | $2,030-50.7% | $2,723-63.2% | $2,381-58.0% |
| Participant deferral / active EE | $2,248 | $2,547-11.8% | $3,402-33.9% | $3,470-35.2% |
| Admin fee / account holder | $19 | $3,008-99.4% | $3,592-99.5% | $4,887-99.6% |