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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 | $54,126 | $81,358-33.5% | $155,556-65.2% | $80,959-33.1% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 17.14% | 33.39%-16.2pp | 64.84%-47.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $934 | $3,106-69.9% | $4,675-80.0% | $2,757-66.1% |
| Participant deferral / active EE | $3,013 | $3,455-12.8% | $5,631-46.5% | $4,300-29.9% |
| Admin fee / account holder | $254 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |