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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 | $27,302 | $78,690-65.3% | $161,489-83.1% | $87,485-68.8% |
| Participation rate | 53.8% | 67.5%-13.6pp | 78.7%-24.9pp | 68.9%-15.1pp |
| Annual return | 15.25% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $583 | $2,588-77.5% | $4,268-86.3% | $2,596-77.5% |
| Participant deferral / active EE | $1,730 | $3,311-47.7% | $5,630-69.3% | $4,274-59.5% |
| Admin fee / account holder | $268 | $6,724-96.0% | $16,006-98.3% | $7,775-96.5% |