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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 | $17,612 | $41,377-57.4% | $109,313-83.9% | $62,881-72.0% |
| Participation rate | 47.6% | 57.5%-9.9pp | 71.3%-23.6pp | 69.3%-21.7pp |
| Annual return | 6.99% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $220 | $1,276-82.8% | $3,892-94.4% | $2,281-90.4% |
| Participant deferral / active EE | $1,469 | $2,045-28.2% | $3,166-53.6% | $3,203-54.1% |
| Admin fee / account holder | $279 | $2,884-90.3% | $5,666-95.1% | $4,296-93.5% |