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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 | $98,547 | $110,212-10.6% | $96,534+2.1% | $139,466-29.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 12.48% | 26.42%-13.9pp | 25.88%-13.4pp | 373.66%-361.2pp |
| Employer contribution / active EE | $1,947 | $3,620-46.2% | $2,965-34.4% | $4,754-59.1% |
| Participant deferral / active EE | $5,640 | $5,547+1.7% | $4,851+16.3% | $6,712-16.0% |
| Admin fee / account holder | $67 | $11,599-99.4% | $8,253-99.2% | $11,409-99.4% |