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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 | $46,069 | $39,162+17.6% | $100,671-54.2% | $59,633-22.7% |
| Participation rate | 14.1% | 55.9%-41.8pp | 70.7%-56.6pp | 68.7%-54.6pp |
| Annual return | 1.50% | 21.07%-19.6pp | 20.43%-18.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $853 | $1,992-57.2% | $3,144-72.9% | $3,192-73.3% |
| Admin fee / account holder | $23 | $2,969-99.2% | $4,850-99.5% | $4,297-99.5% |