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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 | $57,725 | $45,043+28.2% | $63,005-8.4% | $70,124-17.7% |
| Participation rate | 33.3% | 69.5%-36.2pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 11.80% | 18.76%-7.0pp | 87.59%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $692 | $2,052-66.3% | $2,760-74.9% | $2,342-70.5% |
| Participant deferral / active EE | $1,686 | $2,466-31.6% | $3,329-49.3% | $3,332-49.4% |
| Admin fee / account holder | $61 | $2,833-97.9% | $3,599-98.3% | $4,645-98.7% |