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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 | $69,370 | $83,857-17.3% | - | $147,586-53.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | - | 82.8%-32.8pp |
| Annual return | 23.44% | 26.67%-3.2pp | - | 578.59%-555.2pp |
| Employer contribution / active EE | $1,248 | $3,062-59.2% | - | $4,876-74.4% |
| Participant deferral / active EE | $9,000 | $4,009+124.5% | - | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,093-100.0% | - | $10,886-100.0% |