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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 | $38,995 | $90,486-56.9% | $78,676-50.4% | $273,972-85.8% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 5.68% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $677 | $3,175-78.7% | $2,850-76.2% | $4,869-86.1% |
| Participant deferral / active EE | $2,759 | $3,901-29.3% | $3,517-21.6% | $5,287-47.8% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |