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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 | $32,244 | $45,050-28.4% | $63,018-48.8% | $70,126-54.0% |
| Participation rate | 65.1% | 69.5%-4.4pp | 74.8%-9.7pp | 69.5%-4.5pp |
| Annual return | 14.04% | 18.76%-4.7pp | 87.62%-73.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,064 | $2,052-48.2% | $2,761-61.5% | $2,343-54.6% |
| Participant deferral / active EE | $1,231 | $2,466-50.1% | $3,330-63.0% | $3,332-63.1% |
| Admin fee / account holder | $196 | $2,834-93.1% | $3,601-94.6% | $4,645-95.8% |