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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 | $34,810 | $80,992-57.0% | $96,534-63.9% | $75,173-53.7% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 17.03% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,702 | $2,283-25.4% | $2,965-42.6% | $2,671-36.3% |
| Participant deferral / active EE | $4,476 | $3,929+13.9% | $4,851-7.7% | $4,126+8.5% |
| Admin fee / account holder | $33 | $6,717-99.5% | $8,253-99.6% | $5,651-99.4% |