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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 | $134,783 | $41,377+225.7% | $109,313+23.3% | $62,881+114.3% |
| Participation rate | 32.1% | 57.5%-25.4pp | 71.3%-39.1pp | 69.3%-37.2pp |
| Annual return | 10.25% | 11.05%-0.8pp | 22.07%-11.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,361 | $2,045+15.5% | $3,166-25.4% | $3,203-26.3% |
| Admin fee / account holder | $66 | $2,884-97.7% | $5,666-98.8% | $4,296-98.5% |