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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 | $16,663 | $46,360-64.1% | $147,617-88.7% | $52,331-68.2% |
| Participation rate | 40.2% | 64.9%-24.8pp | 84.6%-44.4pp | 68.1%-27.9pp |
| Annual return | -1.37% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,427 | $2,126-32.9% | $5,564-74.4% | $1,882-24.2% |
| Participant deferral / active EE | $1,507 | $2,258-33.3% | $4,895-69.2% | $3,022-50.2% |
| Admin fee / account holder | $51 | $766-93.3% | $11,612-99.6% | $592-91.3% |