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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 | $16,669 | $57,119-70.8% | $85,187-80.4% | $80,935-79.4% |
| Participation rate | 61.5% | 56.4%+5.1pp | 67.5%-6.0pp | 67.7%-6.1pp |
| Annual return | 23.19% | 21.70%+1.5pp | 66.67%-43.5pp | 35.66%-12.5pp |
| Employer contribution / active EE | $2,169 | $1,802+20.4% | $2,732-20.6% | $2,757-21.3% |
| Participant deferral / active EE | $4,049 | $3,115+30.0% | $4,525-10.5% | $4,299-5.8% |
| Admin fee / account holder | $209 | $4,990-95.8% | $6,162-96.6% | $6,924-97.0% |