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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 | $35,008 | $49,976-30.0% | $66,674-47.5% | $82,637-57.6% |
| Participation rate | 19.4% | 63.1%-43.7pp | 73.7%-54.3pp | 68.1%-48.7pp |
| Annual return | 13.50% | 39.09%-25.6pp | 321.24%-307.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $392 | $1,988-80.3% | $2,620-85.0% | $2,552-84.7% |
| Participant deferral / active EE | $478 | $2,847-83.2% | $4,084-88.3% | $4,126-88.4% |
| Admin fee / account holder | $77 | $4,594-98.3% | $5,098-98.5% | $7,339-99.0% |