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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 | $81,262-80.9% | $155,602-90.0% | $80,911-80.8% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 18.26% | 33.34%-15.1pp | 64.81%-46.6pp | 35.63%-17.4pp |
| Employer contribution / active EE | $1,078 | $3,102-65.3% | $4,675-76.9% | $2,756-60.9% |
| Participant deferral / active EE | $2,193 | $3,451-36.5% | $5,629-61.0% | $4,297-49.0% |
| Admin fee / account holder | $226 | $7,992-97.2% | $15,923-98.6% | $6,935-96.7% |