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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 | $29,609 | $61,605-51.9% | $112,273-73.6% | $75,173-60.6% |
| Participation rate | 37.1% | 61.7%-24.5pp | 72.4%-35.3pp | 67.2%-30.1pp |
| Annual return | 14.74% | 28.47%-13.7pp | 30.23%-15.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,971 | $3,108-36.6% | $4,800-58.9% | $4,126-52.2% |
| Admin fee / account holder | $100 | $4,862-97.9% | $7,752-98.7% | $5,651-98.2% |