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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 | $8,570 | $61,125-86.0% | $94,057-90.9% | $87,485-90.2% |
| Participation rate | 58.8% | 64.1%-5.2pp | 73.3%-14.5pp | 68.9%-10.1pp |
| Annual return | 29.38% | 35.20%-5.8pp | 480.62%-451.2pp | 26.06%+3.3pp |
| Employer contribution / active EE | $1,570 | $2,136-26.5% | $2,933-46.5% | $2,596-39.5% |
| Participant deferral / active EE | $2,542 | $3,260-22.0% | $4,709-46.0% | $4,274-40.5% |
| Admin fee / account holder | $173 | $5,629-96.9% | $7,244-97.6% | $7,775-97.8% |