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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 | $28,451 | $88,672-67.9% | $105,223-73.0% | $82,448-65.5% |
| Participation rate | 42.5% | 67.9%-25.4pp | 75.0%-32.5pp | 68.1%-25.6pp |
| Annual return | 22.48% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,598 | $3,048-47.6% | $3,689-56.7% | $2,551-37.3% |
| Participant deferral / active EE | $2,858 | $4,036-29.2% | $5,072-43.6% | $4,139-31.0% |
| Admin fee / account holder | $255 | $7,146-96.4% | $8,859-97.1% | $7,234-96.5% |