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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 | $26,842 | $81,504-67.1% | $102,437-73.8% | $80,959-66.8% |
| Participation rate | 22.6% | 66.9%-44.3pp | 74.5%-51.9pp | 67.7%-45.1pp |
| Annual return | 18.23% | 25.60%-7.4pp | 24.95%-6.7pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,066 | $3,871-20.8% | $5,060-39.4% | $4,300-28.7% |
| Admin fee / account holder | $93 | $6,719-98.6% | $8,388-98.9% | $6,925-98.7% |