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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 | $45,343 | $75,962-40.3% | $154,108-70.6% | $64,173-29.3% |
| Participation rate | 34.9% | 70.4%-35.5pp | 83.0%-48.2pp | 69.6%-34.7pp |
| Annual return | 8.47% | 30.32%-21.8pp | 735.21%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,400 | $3,175-55.9% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $213 | $5,589-96.2% | $13,411-98.4% | $4,887-95.6% |