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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 | $38,256 | $58,587-34.7% | $83,322-54.1% | $64,173-40.4% |
| Participation rate | 66.1% | 72.0%-6.0pp | 77.8%-11.7pp | 69.6%-3.5pp |
| Annual return | 10.96% | 9.65%+1.3pp | 10.64%+0.3pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,812 | $2,098-13.7% | $3,379-46.4% | $2,381-23.9% |
| Participant deferral / active EE | $2,552 | $4,654-45.2% | $5,565-54.1% | $3,470-26.4% |
| Admin fee / account holder | $68 | $9,279-99.3% | $7,540-99.1% | $4,887-98.6% |