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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 | $28,117 | $118,875-76.3% | $96,572-70.9% | $167,553-83.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 10.46% | 50.50%-40.0pp | 37.79%-27.3pp | 478.89%-468.4pp |
| Employer contribution / active EE | $1,139 | $3,121-63.5% | $2,357-51.7% | $4,840-76.5% |
| Participant deferral / active EE | $1,437 | $4,617-68.9% | $3,850-62.7% | $6,343-77.3% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |