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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 | $6,156 | $29,733-79.3% | $56,025-89.0% | $80,959-92.4% |
| Participation rate | 42.2% | 41.7%+0.5pp | 52.5%-10.3pp | 67.7%-25.4pp |
| Annual return | 14.58% | 35.28%-20.7pp | 1712.69%-1698.1pp | 35.67%-21.1pp |
| Employer contribution / active EE | $152 | $672-77.4% | $1,042-85.4% | $2,757-94.5% |
| Participant deferral / active EE | $880 | $1,229-28.4% | $1,955-55.0% | $4,300-79.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |