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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 | $130,598 | $165,939-21.3% | $122,354+6.7% | $147,586-11.5% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 22.29% | 34.56%-12.3pp | 30.28%-8.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,208 | $5,754-79.0% | $4,051-70.2% | $4,876-75.2% |
| Participant deferral / active EE | $1,208 | $4,005-69.8% | $3,287-63.2% | $5,439-77.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |