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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 | $81,262-33.4% | $155,602-65.2% | $80,911-33.1% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 17.14% | 33.34%-16.2pp | 64.81%-47.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $934 | $3,102-69.9% | $4,675-80.0% | $2,756-66.1% |
| Participant deferral / active EE | $3,013 | $3,451-12.7% | $5,629-46.5% | $4,297-29.9% |
| Admin fee / account holder | $254 | $7,992-96.8% | $15,923-98.4% | $6,935-96.3% |