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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 | $93,722 | $48,078+94.9% | $78,676+19.1% | $62,881+49.0% |
| Participation rate | 48.4% | 65.2%-16.8pp | 73.6%-25.2pp | 69.3%-20.9pp |
| Annual return | 12.66% | 31.36%-18.7pp | 62.19%-49.5pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,006 | $2,015-50.1% | $2,850-64.7% | $2,281-55.9% |
| Participant deferral / active EE | $2,866 | $2,587+10.8% | $3,517-18.5% | $3,203-10.5% |
| Admin fee / account holder | $24 | $3,206-99.2% | $4,510-99.5% | $4,296-99.4% |