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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 | $14,527 | $108,882-86.7% | $96,754-85.0% | $154,746-90.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 14.80% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,517 | $5,323-71.5% | $4,758-68.1% | $6,730-77.5% |
| Admin fee / account holder | $60 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |