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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 | $25,498 | $93,346-72.7% | $71,796-64.5% | $273,972-90.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 10.04% | 130.39%-120.3pp | 78.04%-68.0pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,276 | $2,733-53.3% | $1,924-33.7% | $4,869-73.8% |
| Participant deferral / active EE | $4,740 | $3,475+36.4% | $2,794+69.6% | $5,287-10.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |