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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 | $29,148 | $81,358-64.2% | $155,556-81.3% | $80,959-64.0% |
| Participation rate | 64.9% | 66.3%-1.4pp | 78.2%-13.4pp | 67.7%-2.8pp |
| Annual return | 13.69% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,982 | $3,106-36.2% | $4,675-57.6% | $2,757-28.1% |
| Participant deferral / active EE | $1,639 | $3,455-52.6% | $5,631-70.9% | $4,300-61.9% |
| Admin fee / account holder | $28 | $7,994-99.7% | $15,885-99.8% | $6,925-99.6% |