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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 | $30,677 | $76,407-59.9% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 35.8% | 66.4%-30.5pp | 77.8%-41.9pp | 68.1%-32.2pp |
| Annual return | 13.24% | 39.99%-26.8pp | 62.79%-49.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $403 | $2,614-84.6% | $4,154-90.3% | $2,551-84.2% |
| Participant deferral / active EE | $1,086 | $3,214-66.2% | $5,453-80.1% | $4,139-73.8% |
| Admin fee / account holder | $261 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |