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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 | $59,440-22.0% | $78,004-40.5% | $82,637-43.9% |
| Participation rate | 28.0% | 62.8%-34.8pp | 69.4%-41.4pp | 68.1%-40.1pp |
| Annual return | 21.63% | 40.24%-18.6pp | 31.07%-9.4pp | 53.51%-31.9pp |
| Employer contribution / active EE | $915 | $1,750-47.7% | $2,469-62.9% | $2,552-64.2% |
| Participant deferral / active EE | $3,653 | $3,138+16.4% | $4,092-10.7% | $4,126-11.5% |
| Admin fee / account holder | $252 | $5,504-95.4% | $7,578-96.7% | $7,339-96.6% |