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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 | $17,840 | $95,580-81.3% | $76,872-76.8% | $139,466-87.2% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 25.21% | 55.00%-29.8pp | 37.90%-12.7pp | 373.66%-348.5pp |
| Employer contribution / active EE | $1,776 | $3,145-43.5% | $2,533-29.9% | $4,754-62.6% |
| Participant deferral / active EE | $3,647 | $4,623-21.1% | $3,832-4.8% | $6,712-45.7% |
| Admin fee / account holder | $57 | $8,302-99.3% | $5,476-99.0% | $11,409-99.5% |