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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 | $39,331 | $123,854-68.2% | $69,623-43.5% | $145,884-73.0% |
| Participation rate | 46.7% | 69.2%-22.6pp | 66.4%-19.8pp | 80.3%-33.6pp |
| Annual return | 13.69% | 192.35%-178.7pp | 101.23%-87.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,915 | $2,673-28.4% | $1,709+12.1% | $4,662-58.9% |
| Participant deferral / active EE | $4,533 | $4,242+6.9% | $2,890+56.9% | $6,690-32.2% |
| Admin fee / account holder | $259 | $7,822-96.7% | $4,696-94.5% | $13,392-98.1% |