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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 | $16,650 | $77,920-78.6% | $149,723-88.9% | $75,177-77.9% |
| Participation rate | 18.6% | 65.6%-47.0pp | 78.8%-60.2pp | 67.2%-48.6pp |
| Annual return | 20.76% | 31.72%-11.0pp | 134.50%-113.7pp | 160.75%-140.0pp |
| Employer contribution / active EE | $417 | $3,138-86.7% | $4,821-91.4% | $2,671-84.4% |
| Participant deferral / active EE | $1,119 | $3,411-67.2% | $5,682-80.3% | $4,126-72.9% |
| Admin fee / account holder | $224 | $5,951-96.2% | $13,215-98.3% | $5,651-96.0% |