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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 | $31,642 | $36,595-13.5% | $88,179-64.1% | $71,012-55.4% |
| Participation rate | 5.1% | 29.2%-24.1pp | 69.1%-64.0pp | 58.6%-53.4pp |
| Annual return | 16.67% | 61.46%-44.8pp | 64.97%-48.3pp | 37.67%-21.0pp |
| Employer contribution / active EE | $120 | $787-84.8% | $2,549-95.3% | $2,348-94.9% |
| Participant deferral / active EE | $274 | $1,195-77.1% | $4,614-94.1% | $3,246-91.6% |
| Admin fee / account holder | $245 | $2,755-91.1% | $7,673-96.8% | $1,167-79.0% |