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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 | $58,799 | $48,076+22.3% | $78,693-25.3% | $62,891-6.5% |
| Participation rate | 6.3% | 65.2%-59.0pp | 73.6%-67.3pp | 69.3%-63.1pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $798 | $2,588-69.2% | $3,517-77.3% | $3,203-75.1% |
| Admin fee / account holder | $8 | $3,207-99.7% | $4,511-99.8% | $4,296-99.8% |