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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 | $19,219 | $103,000-81.3% | $90,300-78.7% | $152,885-87.4% |
| Participation rate | 47.8% | 75.9%-28.0pp | 73.3%-25.4pp | 82.5%-34.6pp |
| Annual return | 18.22% | 95.19%-77.0pp | 78.11%-59.9pp | 345.39%-327.2pp |
| Employer contribution / active EE | $764 | $3,138-75.6% | $2,854-73.2% | $4,763-84.0% |
| Participant deferral / active EE | $1,523 | $4,281-64.4% | $3,884-60.8% | $5,851-74.0% |
| Admin fee / account holder | $15 | $6,173-99.8% | $5,353-99.7% | $11,598-99.9% |