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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 | $5,006 | $27,936-82.1% | $58,561-91.5% | $75,173-93.3% |
| Participation rate | 41.1% | 38.8%+2.2pp | 50.9%-9.8pp | 67.2%-26.2pp |
| Annual return | 23.00% | 44.21%-21.2pp | 4251.33%-4228.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $306 | $670-54.3% | $1,053-70.9% | $2,671-88.5% |
| Participant deferral / active EE | $688 | $1,202-42.7% | $1,923-64.2% | $4,126-83.3% |
| Admin fee / account holder | $219 | $1,727-87.3% | $2,520-91.3% | $5,651-96.1% |