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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 | $81,276-33.4% | $155,574-65.2% | $80,925-33.1% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 17.14% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $934 | $3,103-69.9% | $4,676-80.0% | $2,756-66.1% |
| Participant deferral / active EE | $3,013 | $3,453-12.7% | $5,629-46.5% | $4,299-29.9% |
| Admin fee / account holder | $254 | $7,993-96.8% | $15,914-98.4% | $6,940-96.3% |