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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 | $31,292 | $106,749-70.7% | $145,433-78.5% | $82,448-62.0% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 19.51% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,550 | $3,444-55.0% | $4,554-66.0% | $2,551-39.2% |
| Participant deferral / active EE | $2,766 | $6,519-57.6% | $7,897-65.0% | $4,139-33.2% |
| Admin fee / account holder | $97 | $8,390-98.8% | $13,129-99.3% | $7,234-98.7% |