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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 | $55,767 | $54,763+1.8% | $90,324-38.3% | $72,976-23.6% |
| Participation rate | 37.8% | 65.2%-27.4pp | 73.3%-35.5pp | 69.5%-31.7pp |
| Annual return | 25.98% | 30.63%-4.7pp | 78.15%-52.2pp | 81.02%-55.0pp |
| Employer contribution / active EE | $379 | $2,093-81.9% | $2,856-86.7% | $2,440-84.5% |
| Participant deferral / active EE | $1,516 | $2,887-47.5% | $3,885-61.0% | $3,608-58.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |