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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 | $73,864 | $36,948+99.9% | $73,658+0.3% | $87,485-15.6% |
| Participation rate | 3.1% | 46.8%-43.7pp | 57.0%-53.9pp | 68.9%-65.8pp |
| Annual return | 21.48% | 28.64%-7.2pp | 29.72%-8.2pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $465 | $1,379-66.3% | $2,062-77.5% | $4,274-89.1% |
| Admin fee / account holder | $277 | $2,531-89.1% | $3,357-91.7% | $7,775-96.4% |