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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 | $57,216 | $90,486-36.8% | $78,676-27.3% | $273,972-79.1% |
| Participation rate | 30.8% | 76.5%-45.8pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 12.61% | 75.62%-63.0pp | 62.19%-49.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,411 | $3,175-24.1% | $2,850-15.4% | $4,869-50.5% |
| Participant deferral / active EE | $5,037 | $3,901+29.1% | $3,517+43.2% | $5,287-4.7% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,133-99.5% |