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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 | $28,293 | $46,697-39.4% | $117,529-75.9% | $68,490-58.7% |
| Participation rate | 24.1% | 56.8%-32.7pp | 70.6%-46.5pp | 67.9%-43.8pp |
| Annual return | -18.94% | -14.52%-4.4pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,418 | $2,637-46.2% | $4,072-65.2% | $4,028-64.8% |
| Admin fee / account holder | $133 | $4,023-96.7% | $5,645-97.6% | $5,403-97.5% |