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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 | $41,993 | $61,125-31.3% | $94,057-55.4% | $87,485-52.0% |
| Participation rate | 38.2% | 64.1%-25.8pp | 73.3%-35.1pp | 68.9%-30.7pp |
| Annual return | 15.69% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $608 | $2,136-71.5% | $2,933-79.3% | $2,596-76.6% |
| Participant deferral / active EE | $1,742 | $3,260-46.6% | $4,709-63.0% | $4,274-59.2% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |