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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 | $32,918 | $52,279-37.0% | $89,400-63.2% | $79,858-58.8% |
| Participation rate | 52.0% | 57.5%-5.5pp | 68.0%-16.0pp | 69.6%-17.6pp |
| Annual return | 16.75% | 22.16%-5.4pp | 245.64%-228.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,482 | $2,740+27.1% | $3,890-10.5% | $3,740-6.9% |
| Admin fee / account holder | $28 | $3,356-99.2% | $4,882-99.4% | $5,306-99.5% |