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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 | $18,721 | $95,383-80.4% | $185,837-89.9% | $85,856-78.2% |
| Participation rate | 61.5% | 68.8%-7.2pp | 81.7%-20.2pp | 69.3%-7.8pp |
| Annual return | 28.16% | 23.59%+4.6pp | 122.08%-93.9pp | 318.58%-290.4pp |
| Employer contribution / active EE | $1,204 | $3,313-63.7% | $5,168-76.7% | $2,565-53.1% |
| Participant deferral / active EE | $2,288 | $3,423-33.2% | $5,568-58.9% | $3,952-42.1% |
| Admin fee / account holder | $264 | $7,213-96.3% | $16,241-98.4% | $6,261-95.8% |