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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 | $67,512 | $51,638+30.7% | $129,406-47.8% | $80,959-16.6% |
| Participation rate | 15.2% | 56.9%-41.8pp | 69.6%-54.5pp | 67.7%-52.5pp |
| Annual return | 16.34% | 20.78%-4.4pp | 9468.18%-9451.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,208 | $2,670-54.8% | $4,167-71.0% | $4,300-71.9% |
| Admin fee / account holder | $60 | $4,313-98.6% | $7,689-99.2% | $6,925-99.1% |