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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 | $41,906 | $48,076-12.8% | $78,690-46.7% | $62,891-33.4% |
| Participation rate | 36.0% | 65.2%-29.2pp | 73.6%-37.6pp | 69.3%-33.3pp |
| Annual return | 5.81% | 31.35%-25.5pp | 62.18%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $585 | $2,015-71.0% | $2,851-79.5% | $2,281-74.4% |
| Participant deferral / active EE | $2,340 | $2,588-9.6% | $3,517-33.5% | $3,203-26.9% |
| Admin fee / account holder | $290 | $3,207-91.0% | $4,511-93.6% | $4,296-93.3% |