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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 | $79,715 | $45,041+77.0% | $63,003+26.5% | $70,131+13.7% |
| Participation rate | 57.1% | 69.5%-12.4pp | 74.8%-17.7pp | 69.5%-12.4pp |
| Annual return | 19.07% | 18.76%+0.3pp | 87.59%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $947 | $2,052-53.9% | $2,760-65.7% | $2,342-59.6% |
| Participant deferral / active EE | $2,045 | $2,465-17.0% | $3,329-38.6% | $3,332-38.6% |
| Admin fee / account holder | $246 | $2,836-91.3% | $3,600-93.2% | $4,645-94.7% |