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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 | $25,295 | $81,331-68.9% | $155,534-83.7% | $80,935-68.7% |
| Participation rate | 36.8% | 66.3%-29.4pp | 78.2%-41.4pp | 67.7%-30.8pp |
| Annual return | 24.35% | 33.37%-9.0pp | 64.92%-40.6pp | 35.66%-11.3pp |
| Employer contribution / active EE | $835 | $3,105-73.1% | $4,675-82.1% | $2,757-69.7% |
| Participant deferral / active EE | $1,158 | $3,454-66.5% | $5,630-79.4% | $4,299-73.1% |
| Admin fee / account holder | $4 | $7,999-100.0% | $15,900-100.0% | $6,924-99.9% |