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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 | $41,993 | $69,590-39.7% | $136,867-69.3% | $94,015-55.3% |
| Participation rate | 38.2% | 66.3%-28.1pp | 74.5%-36.3pp | 70.8%-32.6pp |
| Annual return | 15.69% | 19.62%-3.9pp | 42.97%-27.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $608 | $2,396-74.6% | $3,547-82.8% | $2,790-78.2% |
| Participant deferral / active EE | $1,742 | $3,437-49.3% | $4,924-64.6% | $4,249-59.0% |
| Admin fee / account holder | $0 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |