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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 | $129,202 | $108,825+18.7% | $156,181-17.3% | $82,448+56.7% |
| Participation rate | 39.7% | 72.4%-32.7pp | 78.8%-39.1pp | 68.1%-28.4pp |
| Annual return | 17.79% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,323 | $4,577-49.3% | $6,132-62.1% | $4,139-43.9% |
| Admin fee / account holder | $277 | $9,341-97.0% | $14,586-98.1% | $7,234-96.2% |