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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 | $52,699 | $81,476-35.3% | $102,383-48.5% | $80,925-34.9% |
| Participation rate | 14.9% | 66.8%-52.0pp | 74.5%-59.6pp | 67.7%-52.8pp |
| Annual return | 12.73% | 25.59%-12.9pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,073 | $3,105-65.4% | $3,870-72.3% | $2,756-61.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14 | $6,717-99.8% | $8,391-99.8% | $6,940-99.8% |