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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 | $26,429 | $81,262-67.5% | $155,602-83.0% | $80,911-67.3% |
| Participation rate | 52.4% | 66.2%-13.9pp | 78.2%-25.8pp | 67.6%-15.3pp |
| Annual return | 15.41% | 33.34%-17.9pp | 64.81%-49.4pp | 35.63%-20.2pp |
| Employer contribution / active EE | $509 | $3,102-83.6% | $4,675-89.1% | $2,756-81.5% |
| Participant deferral / active EE | $1,383 | $3,451-59.9% | $5,629-75.4% | $4,297-67.8% |
| Admin fee / account holder | $292 | $7,992-96.4% | $15,923-98.2% | $6,935-95.8% |