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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 | $29,733-79.3% | $56,025-89.0% | $80,959-92.4% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 18.26% | 35.28%-17.0pp | 1712.69%-1694.4pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,377 | $672+105.0% | $1,042+32.2% | $2,757-50.0% |
| Participant deferral / active EE | $1,578 | $1,229+28.3% | $1,955-19.3% | $4,300-63.3% |
| Admin fee / account holder | $193 | $2,434-92.1% | $2,828-93.2% | $6,925-97.2% |