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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 | $46,179 | $92,219-49.9% | $76,768-39.8% | $135,379-65.9% |
| Participation rate | 36.4% | 79.8%-43.4pp | 77.0%-40.6pp | 82.6%-46.3pp |
| Annual return | -3.26% | 5.46%-8.7pp | 2.43%-5.7pp | 519.79%-523.0pp |
| Employer contribution / active EE | $927 | $3,216-71.2% | $2,485-62.7% | $4,779-80.6% |
| Participant deferral / active EE | $2,661 | $4,508-41.0% | $3,852-30.9% | $5,609-52.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |