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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 | $38,460-17.7% | $97,032-67.4% | $65,191-51.5% |
| Participation rate | 5.1% | 23.6%-18.5pp | 71.6%-66.5pp | 63.0%-57.9pp |
| Annual return | 16.67% | 78.38%-61.7pp | 35.38%-18.7pp | 51.24%-34.6pp |
| Employer contribution / active EE | $120 | $532-77.5% | $2,629-95.4% | $2,400-95.0% |
| Participant deferral / active EE | $274 | $957-71.4% | $4,672-94.1% | $2,671-89.8% |
| Admin fee / account holder | $245 | $2,414-89.9% | $9,418-97.4% | $907-73.0% |