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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 | $11,673 | $73,107-84.0% | $114,563-89.8% | $87,485-86.7% |
| Participation rate | 34.2% | 65.8%-31.6pp | 72.9%-38.7pp | 68.9%-34.7pp |
| Annual return | 22.67% | 19.47%+3.2pp | 241.09%-218.4pp | 26.06%-3.4pp |
| Employer contribution / active EE | $816 | $1,881-56.6% | $2,592-68.5% | $2,596-68.6% |
| Participant deferral / active EE | $1,091 | $3,144-65.3% | $4,142-73.7% | $4,274-74.5% |
| Admin fee / account holder | $0 | $5,770-100.0% | $7,623-100.0% | $7,775-100.0% |