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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 | $39,240 | $99,345-60.5% | $84,753-53.7% | $273,972-85.7% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,016 | $4,214-75.9% | $3,574-71.6% | $4,869-79.1% |
| Participant deferral / active EE | $2,838 | $4,270-33.5% | $3,712-23.5% | $5,287-46.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |