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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 | $20,068 | $69,590-71.2% | $136,867-85.3% | $94,015-78.7% |
| Participation rate | 65.1% | 66.3%-1.3pp | 74.5%-9.5pp | 70.8%-5.8pp |
| Annual return | 12.82% | 19.62%-6.8pp | 42.97%-30.2pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,482 | $3,437-56.9% | $4,924-69.9% | $4,249-65.1% |
| Admin fee / account holder | $231 | $8,912-97.4% | $10,340-97.8% | $8,951-97.4% |