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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 | $28,859 | $111,535-74.1% | $105,223-72.6% | $137,256-79.0% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 17.69% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,180 | $3,939-70.1% | $3,689-68.0% | $4,156-71.6% |
| Participant deferral / active EE | $2,092 | $5,500-62.0% | $5,072-58.7% | $6,407-67.3% |
| Admin fee / account holder | $277 | $9,721-97.1% | $8,859-96.9% | $12,270-97.7% |