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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 | $86,050-68.3% | $189,758-85.6% | $94,015-71.0% |
| Participation rate | 53.8% | 68.9%-15.1pp | 79.8%-26.0pp | 70.8%-17.0pp |
| Annual return | 15.25% | 17.77%-2.5pp | 52.62%-37.4pp | 17.84%-2.6pp |
| Employer contribution / active EE | $583 | $2,819-79.3% | $4,767-87.8% | $2,790-79.1% |
| Participant deferral / active EE | $1,730 | $3,349-48.3% | $5,856-70.5% | $4,249-59.3% |
| Admin fee / account holder | $268 | $6,627-95.9% | $20,388-98.7% | $8,951-97.0% |