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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 | $21,676 | $100,073-78.3% | $85,126-74.5% | $145,877-85.1% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.1pp | 80.3%-41.8pp |
| Annual return | 10.55% | 84.11%-73.6pp | 66.63%-56.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,258 | $3,236-30.2% | $2,731-17.3% | $4,663-51.6% |
| Participant deferral / active EE | $3,782 | $5,294-28.6% | $4,523-16.4% | $6,691-43.5% |
| Admin fee / account holder | $62 | $7,261-99.1% | $6,160-99.0% | $13,402-99.5% |