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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 | $46,797 | $77,638-39.7% | $156,551-70.1% | $62,881-25.6% |
| Participation rate | 59.2% | 71.2%-12.0pp | 84.0%-24.8pp | 69.3%-10.1pp |
| Annual return | 12.96% | 50.33%-37.4pp | 32.23%-19.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $489 | $3,444-85.8% | $5,501-91.1% | $2,281-78.6% |
| Participant deferral / active EE | $3,039 | $3,046-0.2% | $4,871-37.6% | $3,203-5.1% |
| Admin fee / account holder | $16 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |