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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 | $11,772 | $45,343-74.0% | $150,298-92.2% | $67,986-82.7% |
| Participation rate | 45.9% | 51.9%-5.9pp | 77.8%-31.8pp | 57.2%-11.3pp |
| Annual return | 21.65% | 33.28%-11.6pp | 62.79%-41.1pp | 31.67%-10.0pp |
| Employer contribution / active EE | $577 | $1,462-60.5% | $4,154-86.1% | $2,019-71.4% |
| Participant deferral / active EE | $1,396 | $2,055-32.0% | $5,453-74.4% | $3,358-58.4% |
| Admin fee / account holder | $43 | $2,250-98.1% | $14,116-99.7% | $3,203-98.6% |