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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 | $30,505 | $56,339-45.9% | $104,301-70.8% | $68,486-55.5% |
| Participation rate | 46.2% | 63.3%-17.1pp | 73.3%-27.1pp | 67.9%-21.7pp |
| Annual return | -1.63% | -9.19%+7.6pp | 24.61%-26.2pp | -7.85%+6.2pp |
| Employer contribution / active EE | $1,047 | $1,960-46.6% | $3,373-69.0% | $2,597-59.7% |
| Participant deferral / active EE | $2,434 | $3,077-20.9% | $4,626-47.4% | $4,028-39.6% |
| Admin fee / account holder | $278 | $4,902-94.3% | $7,340-96.2% | $5,404-94.9% |