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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 | $44,597 | $54,763-18.6% | $90,324-50.6% | $72,976-38.9% |
| Participation rate | 69.2% | 65.2%+4.1pp | 73.3%-4.1pp | 69.5%-0.3pp |
| Annual return | 24.07% | 30.63%-6.6pp | 78.15%-54.1pp | 81.02%-56.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,486 | $2,887+90.0% | $3,885+41.2% | $3,608+52.1% |
| Admin fee / account holder | $48 | $3,973-98.8% | $5,356-99.1% | $5,124-99.1% |