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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 | $45,008 | $56,431-20.2% | $130,788-65.6% | $87,485-48.6% |
| Participation rate | 36.8% | 58.9%-22.1pp | 70.1%-33.3pp | 68.9%-32.1pp |
| Annual return | 23.66% | 91.27%-67.6pp | 386.44%-362.8pp | 26.06%-2.4pp |
| Employer contribution / active EE | $1,441 | $1,549-7.0% | $3,558-59.5% | $2,596-44.5% |
| Participant deferral / active EE | $2,221 | $2,749-19.2% | $4,137-46.3% | $4,274-48.0% |
| Admin fee / account holder | $56 | $4,433-98.7% | $6,673-99.2% | $7,775-99.3% |