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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 | $42,032 | $65,712-36.0% | $57,196-26.5% | $273,972-84.7% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 1.72% | 22.01%-20.3pp | 14.59%-12.9pp | 41.46%-39.7pp |
| Employer contribution / active EE | $2,870 | $3,280-12.5% | $2,683+7.0% | $4,869-41.0% |
| Participant deferral / active EE | $2,992 | $3,782-20.9% | $3,096-3.4% | $5,287-43.4% |
| Admin fee / account holder | $2 | $4,838-100.0% | $3,141-99.9% | $10,133-100.0% |