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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 | $63,965 | $48,337+32.3% | $67,560-5.3% | $80,959-21.0% |
| Participation rate | 6.7% | 66.4%-59.8pp | 72.9%-66.3pp | 67.7%-61.0pp |
| Annual return | 19.79% | 18.26%+1.5pp | 3533.50%-3513.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,078 | $2,928-63.2% | $4,004-73.1% | $4,300-74.9% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |