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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 | $16,711 | $108,912-84.7% | $100,383-83.4% | $145,959-88.6% |
| Participation rate | 64.7% | 83.0%-18.2pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 26.48% | 57.96%-31.5pp | 49.26%-22.8pp | 561.95%-535.5pp |
| Employer contribution / active EE | $1,613 | $4,423-63.5% | $3,944-59.1% | $4,661-65.4% |
| Participant deferral / active EE | $3,833 | $8,451-54.6% | $8,086-52.6% | $6,689-42.7% |
| Admin fee / account holder | $124 | $9,690-98.7% | $7,900-98.4% | $13,398-99.1% |