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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 | $46,213 | $75,541-38.8% | $152,093-69.6% | $82,637-44.1% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 16.94% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $337 | $2,622-87.1% | $4,175-91.9% | $2,552-86.8% |
| Participant deferral / active EE | $958 | $3,206-70.1% | $5,451-82.4% | $4,126-76.8% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |