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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 | $30,697 | $77,901-60.6% | $149,717-79.5% | $75,181-59.2% |
| Participation rate | 32.4% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.8pp |
| Annual return | 13.94% | 31.73%-17.8pp | 134.41%-120.5pp | 160.69%-146.7pp |
| Employer contribution / active EE | $663 | $3,137-78.9% | $4,820-86.3% | $2,671-75.2% |
| Participant deferral / active EE | $1,171 | $3,411-65.7% | $5,682-79.4% | $4,126-71.6% |
| Admin fee / account holder | $91 | $5,949-98.5% | $13,213-99.3% | $5,650-98.4% |