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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 | $17,692 | $90,486-80.4% | $78,676-77.5% | $273,972-93.5% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 55.91% | 75.62%-19.7pp | 62.19%-6.3pp | 41.46%+14.5pp |
| Employer contribution / active EE | $1,145 | $3,175-63.9% | $2,850-59.8% | $4,869-76.5% |
| Participant deferral / active EE | $2,668 | $3,901-31.6% | $3,517-24.1% | $5,287-49.5% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-99.9% | $10,133-100.0% |