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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 | $43,322 | $81,358-46.8% | $155,556-72.1% | $80,959-46.5% |
| Participation rate | 27.6% | 66.3%-38.7pp | 78.2%-50.6pp | 67.7%-40.1pp |
| Annual return | 14.73% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $812 | $3,106-73.8% | $4,675-82.6% | $2,757-70.5% |
| Participant deferral / active EE | $2,028 | $3,455-41.3% | $5,631-64.0% | $4,300-52.8% |
| Admin fee / account holder | $7 | $7,994-99.9% | $15,885-100.0% | $6,925-99.9% |