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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 | $11,068 | $29,733-62.8% | $56,025-80.2% | $80,959-86.3% |
| Participation rate | 26.5% | 41.7%-15.3pp | 52.5%-26.0pp | 67.7%-41.2pp |
| Annual return | 15.89% | 35.28%-19.4pp | 1712.69%-1696.8pp | 35.67%-19.8pp |
| Employer contribution / active EE | $550 | $672-18.1% | $1,042-47.2% | $2,757-80.0% |
| Participant deferral / active EE | $1,306 | $1,229+6.3% | $1,955-33.2% | $4,300-69.6% |
| Admin fee / account holder | $289 | $2,434-88.1% | $2,828-89.8% | $6,925-95.8% |