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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 | $92,219 | $107,030-13.8% | $73,550+25.4% | $147,586-37.5% |
| Participation rate | 27.8% | 66.4%-38.6pp | 54.9%-27.1pp | 82.8%-55.1pp |
| Annual return | 18.80% | 38.25%-19.4pp | -15.16%+34.0pp | 578.59%-559.8pp |
| Employer contribution / active EE | $726 | $1,760-58.8% | $1,219-40.5% | $4,876-85.1% |
| Participant deferral / active EE | $3,163 | $2,458+28.7% | $1,804+75.3% | $5,439-41.8% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |