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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 | $13,446 | $58,627-77.1% | $76,735-82.5% | $82,448-83.7% |
| Participation rate | 52.0% | 63.2%-11.2pp | 69.5%-17.5pp | 68.1%-16.1pp |
| Annual return | 17.03% | 39.10%-22.1pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,052 | $1,729-39.2% | $2,454-57.2% | $2,551-58.8% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |