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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 | $124,999 | $107,809+15.9% | $90,657+37.9% | $135,379-7.7% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,168 | $3,018-61.3% | $2,532-53.9% | $4,779-75.6% |
| Participant deferral / active EE | $7,878 | $3,872+103.5% | $3,424+130.0% | $5,609+40.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |