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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 | $25,501 | $65,712-61.2% | $57,196-55.4% | $273,972-90.7% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 5.95% | 22.01%-16.1pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,041 | $3,782+33.3% | $3,096+62.8% | $5,287-4.7% |
| Admin fee / account holder | $26 | $4,838-99.5% | $3,141-99.2% | $10,133-99.7% |