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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 | $15,504 | $81,358-80.9% | $155,556-90.0% | $80,959-80.8% |
| Participation rate | 52.0% | 66.3%-14.3pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 18.26% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,078 | $3,106-65.3% | $4,675-77.0% | $2,757-60.9% |
| Participant deferral / active EE | $2,193 | $3,455-36.5% | $5,631-61.1% | $4,300-49.0% |
| Admin fee / account holder | $226 | $7,994-97.2% | $15,885-98.6% | $6,925-96.7% |