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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 | $54,762 | $48,337+13.3% | $67,560-18.9% | $80,959-32.4% |
| Participation rate | 7.2% | 66.4%-59.2pp | 72.9%-65.7pp | 67.7%-60.4pp |
| Annual return | 15.16% | 18.26%-3.1pp | 3533.50%-3518.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,091 | $2,928-62.7% | $4,004-72.8% | $4,300-74.6% |
| Admin fee / account holder | $90 | $3,695-97.6% | $3,994-97.7% | $6,925-98.7% |