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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 | $38,080 | $46,599-18.3% | $64,101-40.6% | $75,173-49.3% |
| Participation rate | 26.1% | 65.9%-39.8pp | 72.3%-46.2pp | 67.2%-41.1pp |
| Annual return | 11.99% | 26.06%-14.1pp | 33.72%-21.7pp | 160.72%-148.7pp |
| Employer contribution / active EE | $817 | $1,975-58.6% | $2,749-70.3% | $2,671-69.4% |
| Participant deferral / active EE | $1,427 | $2,837-49.7% | $3,881-63.2% | $4,126-65.4% |
| Admin fee / account holder | $107 | $2,956-96.4% | $3,070-96.5% | $5,651-98.1% |