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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 | $40,566-22.0% | $96,754-67.3% | $64,728-51.1% |
| Participation rate | 5.1% | 24.8%-19.7pp | 70.3%-65.2pp | 57.9%-52.8pp |
| Annual return | 16.67% | 93.20%-76.5pp | 82.04%-65.4pp | 49.38%-32.7pp |
| Employer contribution / active EE | $120 | $808-85.2% | $2,679-95.5% | $2,243-94.7% |
| Participant deferral / active EE | $274 | $933-70.7% | $4,758-94.3% | $2,729-90.0% |
| Admin fee / account holder | $245 | $2,770-91.2% | $8,905-97.3% | $1,145-78.6% |