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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 | $42,509 | $29,736+43.0% | $56,033-24.1% | $80,935-47.5% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.7%-48.3pp |
| Annual return | 21.84% | 35.28%-13.4pp | 1711.38%-1689.5pp | 35.66%-13.8pp |
| Employer contribution / active EE | $352 | $671-47.5% | $1,041-66.2% | $2,757-87.2% |
| Participant deferral / active EE | $978 | $1,228-20.3% | $1,954-49.9% | $4,299-77.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |