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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 | $59,540 | $105,623-43.6% | $87,502-32.0% | $273,970-78.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 7.11% | 12.26%-5.1pp | 12.21%-5.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,835 | $3,141-41.6% | $2,550-28.0% | $4,869-62.3% |
| Participant deferral / active EE | $5,110 | $3,601+41.9% | $3,149+62.3% | $5,287-3.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |