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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 | $32,666 | $76,551-57.3% | $123,894-73.6% | $62,881-48.1% |
| Participation rate | 53.8% | 73.0%-19.1pp | 81.4%-27.6pp | 69.3%-15.5pp |
| Annual return | 12.06% | 18.68%-6.6pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $2,233 | $2,882-22.5% | $4,617-51.6% | $2,281-2.1% |
| Participant deferral / active EE | $4,909 | $4,840+1.4% | $5,984-18.0% | $3,203+53.3% |
| Admin fee / account holder | $118 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |