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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 | $72,653 | $48,078+51.1% | $78,676-7.7% | $62,881+15.5% |
| Participation rate | 22.9% | 65.2%-42.3pp | 73.6%-50.7pp | 69.3%-46.4pp |
| Annual return | 9.46% | 31.36%-21.9pp | 62.19%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $790 | $2,015-60.8% | $2,850-72.3% | $2,281-65.4% |
| Participant deferral / active EE | $1,352 | $2,587-47.8% | $3,517-61.6% | $3,203-57.8% |
| Admin fee / account holder | $114 | $3,206-96.5% | $4,510-97.5% | $4,296-97.4% |