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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 | $108,392 | $115,917-6.5% | $100,535+7.8% | $158,982-31.8% |
| Participation rate | 22.2% | 81.6%-59.4pp | 79.4%-57.2pp | 82.0%-59.7pp |
| Annual return | 20.35% | 34.80%-14.5pp | 30.90%-10.5pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,491 | $4,105-63.7% | $3,419-56.4% | $4,763-68.7% |
| Participant deferral / active EE | $5,056 | $6,677-24.3% | $6,271-19.4% | $5,983-15.5% |
| Admin fee / account holder | $45 | $11,002-99.6% | $8,085-99.4% | $11,252-99.6% |