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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 | $46,382 | $58,627-20.9% | $76,735-39.6% | $82,448-43.7% |
| Participation rate | 28.0% | 63.2%-35.2pp | 69.5%-41.5pp | 68.1%-40.1pp |
| Annual return | 21.63% | 39.10%-17.5pp | 29.77%-8.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $915 | $1,729-47.1% | $2,454-62.7% | $2,551-64.1% |
| Participant deferral / active EE | $3,653 | $3,134+16.6% | $4,088-10.6% | $4,139-11.7% |
| Admin fee / account holder | $252 | $5,323-95.3% | $7,189-96.5% | $7,234-96.5% |