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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 | $25,295 | $81,262-68.9% | $155,602-83.7% | $80,911-68.7% |
| Participation rate | 36.8% | 66.2%-29.4pp | 78.2%-41.4pp | 67.6%-30.8pp |
| Annual return | 24.35% | 33.34%-9.0pp | 64.81%-40.5pp | 35.63%-11.3pp |
| Employer contribution / active EE | $835 | $3,102-73.1% | $4,675-82.1% | $2,756-69.7% |
| Participant deferral / active EE | $1,158 | $3,451-66.4% | $5,629-79.4% | $4,297-73.0% |
| Admin fee / account holder | $4 | $7,992-100.0% | $15,923-100.0% | $6,935-99.9% |