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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 | $6,169 | $29,716-79.2% | $56,077-89.0% | $80,925-92.4% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 18.26% | 35.30%-17.0pp | 1709.28%-1691.0pp | 35.65%-17.4pp |
| Employer contribution / active EE | $1,377 | $671+105.3% | $1,040+32.4% | $2,756-50.0% |
| Participant deferral / active EE | $1,578 | $1,228+28.4% | $1,954-19.2% | $4,299-63.3% |
| Admin fee / account holder | $193 | $2,432-92.0% | $2,825-93.2% | $6,940-97.2% |