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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 | $15,549 | $60,119-74.1% | $90,430-82.8% | $79,858-80.5% |
| Participation rate | 67.7% | 65.0%+2.8pp | 72.7%-4.9pp | 69.6%-1.9pp |
| Annual return | 18.93% | 71.94%-53.0pp | 1293.73%-1274.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $954 | $2,068-53.8% | $3,262-70.7% | $2,471-61.4% |
| Participant deferral / active EE | $1,727 | $2,938-41.2% | $3,963-56.4% | $3,740-53.8% |
| Admin fee / account holder | $175 | $3,976-95.6% | $5,613-96.9% | $5,306-96.7% |