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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 | $10,663 | $69,518-84.7% | $59,883-82.2% | $135,382-92.1% |
| Participation rate | 47.8% | 77.8%-30.0pp | 74.7%-26.9pp | 82.6%-34.8pp |
| Annual return | 0.35% | 7.95%-7.6pp | 3.46%-3.1pp | 519.77%-519.4pp |
| Employer contribution / active EE | $1,908 | $3,235-41.0% | $2,722-29.9% | $4,779-60.1% |
| Participant deferral / active EE | $1,043 | $4,204-75.2% | $3,402-69.3% | $5,609-81.4% |
| Admin fee / account holder | $115 | $5,734-98.0% | $3,591-96.8% | $10,829-98.9% |