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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 | $24,209 | $49,976-51.6% | $66,674-63.7% | $82,637-70.7% |
| Participation rate | 40.9% | 63.1%-22.2pp | 73.7%-32.8pp | 68.1%-27.1pp |
| Annual return | 16.98% | 39.09%-22.1pp | 321.24%-304.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $392 | $1,988-80.3% | $2,620-85.0% | $2,552-84.7% |
| Participant deferral / active EE | $1,190 | $2,847-58.2% | $4,084-70.9% | $4,126-71.2% |
| Admin fee / account holder | $197 | $4,594-95.7% | $5,098-96.1% | $7,339-97.3% |