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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 | $54,341 | $37,446+45.1% | $77,513-29.9% | $79,852-31.9% |
| Participation rate | 16.0% | 41.5%-25.5pp | 54.2%-38.2pp | 69.6%-53.6pp |
| Annual return | 18.30% | 39.76%-21.5pp | 54.81%-36.5pp | 31.72%-13.4pp |
| Employer contribution / active EE | $490 | $637-23.1% | $987-50.4% | $2,471-80.2% |
| Participant deferral / active EE | $2,090 | $1,261+65.7% | $1,861+12.3% | $3,740-44.1% |
| Admin fee / account holder | $117 | $2,506-95.3% | $2,859-95.9% | $5,306-97.8% |