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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 | $42,520 | $57,073-25.5% | $85,126-50.1% | $80,925-47.5% |
| Participation rate | 19.4% | 56.4%-37.0pp | 67.5%-48.2pp | 67.7%-48.3pp |
| Annual return | 22.46% | 21.69%+0.8pp | 66.63%-44.2pp | 35.65%-13.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |