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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 | $43,530 | $106,864-59.3% | $147,318-70.5% | $82,637-47.3% |
| Participation rate | 52.5% | 75.5%-23.0pp | 82.1%-29.6pp | 68.1%-15.6pp |
| Annual return | 19.91% | 27.49%-7.6pp | 70.43%-50.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,157 | $6,496-20.6% | $7,906-34.8% | $4,126+25.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |