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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 | $32,785 | $102,638-68.1% | $81,991-60.0% | $158,966-79.4% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 18.73% | 61.05%-42.3pp | 41.31%-22.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $1,118 | $3,241-65.5% | $2,498-55.2% | $4,762-76.5% |
| Participant deferral / active EE | $4,733 | $4,649+1.8% | $3,722+27.2% | $5,983-20.9% |
| Admin fee / account holder | $205 | $8,237-97.5% | $5,665-96.4% | $11,250-98.2% |