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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 | $63,920 | $104,251-38.7% | $91,004-29.8% | $147,585-56.7% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 20.98% | 27.06%-6.1pp | 4.60%+16.4pp | 578.58%-557.6pp |
| Employer contribution / active EE | $1,086 | $3,116-65.1% | $2,456-55.8% | $4,876-77.7% |
| Participant deferral / active EE | $2,173 | $4,195-48.2% | $3,548-38.8% | $5,439-60.0% |
| Admin fee / account holder | $17 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |