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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 | $17,073 | $69,274-75.4% | $64,097-73.4% | $139,487-87.8% |
| Participation rate | 53.8% | 75.6%-21.8pp | 72.3%-18.5pp | 80.3%-26.5pp |
| Annual return | 25.48% | 46.00%-20.5pp | 33.75%-8.3pp | 373.84%-348.4pp |
| Employer contribution / active EE | $1,376 | $3,187-56.8% | $2,750-50.0% | $4,755-71.1% |
| Participant deferral / active EE | $1,929 | $4,685-58.8% | $3,881-50.3% | $6,713-71.3% |
| Admin fee / account holder | $75 | $4,247-98.2% | $3,070-97.6% | $11,407-99.3% |