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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 | $56,062 | $91,167-38.5% | $178,498-68.6% | $79,858-29.8% |
| Participation rate | 61.9% | 69.2%-7.3pp | 81.9%-20.0pp | 69.6%-7.7pp |
| Annual return | 28.68% | 24.19%+4.5pp | 151.09%-122.4pp | 31.72%-3.0pp |
| Employer contribution / active EE | $1,132 | $3,255-65.2% | $5,011-77.4% | $2,471-54.2% |
| Participant deferral / active EE | $2,297 | $3,236-29.0% | $5,202-55.8% | $3,740-38.6% |
| Admin fee / account holder | $75 | $6,747-98.9% | $13,985-99.5% | $5,306-98.6% |