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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 | $48,016 | $32,037+49.9% | $69,182-30.6% | $62,881-23.6% |
| Participation rate | 20.4% | 43.4%-23.1pp | 55.1%-34.7pp | 69.3%-48.9pp |
| Annual return | 39.94% | 15.16%+24.8pp | -21.93%+61.9pp | 20.14%+19.8pp |
| Employer contribution / active EE | $690 | $679+1.6% | $1,206-42.8% | $2,281-69.7% |
| Participant deferral / active EE | $1,210 | $1,185+2.1% | $1,897-36.2% | $3,203-62.2% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |