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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 | $23,687 | $46,534-49.1% | $64,097-63.0% | $75,177-68.5% |
| Participation rate | 31.0% | 65.9%-34.9pp | 72.3%-41.3pp | 67.2%-36.2pp |
| Annual return | 19.00% | 26.07%-7.1pp | 33.75%-14.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $846 | $1,976-57.2% | $2,750-69.2% | $2,671-68.3% |
| Participant deferral / active EE | $2,313 | $2,835-18.4% | $3,881-40.4% | $4,126-43.9% |
| Admin fee / account holder | $249 | $2,957-91.6% | $3,070-91.9% | $5,651-95.6% |