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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 | $43,268 | $47,553-9.0% | $136,867-68.4% | $69,733-38.0% |
| Participation rate | 45.5% | 61.4%-15.8pp | 74.5%-29.0pp | 62.5%-16.9pp |
| Annual return | 19.71% | -91.50%+111.2pp | 42.97%-23.3pp | 15.22%+4.5pp |
| Employer contribution / active EE | $1,253 | $2,087-39.9% | $3,547-64.7% | $2,250-44.3% |
| Participant deferral / active EE | $2,083 | $2,300-9.4% | $4,924-57.7% | $3,054-31.8% |
| Admin fee / account holder | $0 | $3,496-100.0% | $10,340-100.0% | $3,102-100.0% |