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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 | $48,314+13.3% | $67,561-18.9% | $80,925-32.3% |
| Participation rate | 7.2% | 66.4%-59.2pp | 72.9%-65.7pp | 67.7%-60.4pp |
| Annual return | 15.16% | 18.28%-3.1pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,091 | $2,927-62.7% | $4,003-72.7% | $4,299-74.6% |
| Admin fee / account holder | $90 | $3,690-97.6% | $4,006-97.8% | $6,940-98.7% |