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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 | $53,118 | $45,082+17.8% | $69,464-23.5% | $72,975-27.2% |
| Participation rate | 69.2% | 68.5%+0.7pp | 74.6%-5.4pp | 69.5%-0.3pp |
| Annual return | 6.19% | 22.66%-16.5pp | 28.98%-22.8pp | 81.01%-74.8pp |
| Employer contribution / active EE | $761 | $2,055-63.0% | $2,779-72.6% | $2,440-68.8% |
| Participant deferral / active EE | $3,420 | $2,604+31.3% | $3,536-3.3% | $3,608-5.2% |
| Admin fee / account holder | $183 | $3,057-94.0% | $3,840-95.2% | $5,124-96.4% |