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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 | $36,320 | $69,274-47.6% | $64,097-43.3% | $139,487-74.0% |
| Participation rate | 31.6% | 75.6%-44.0pp | 72.3%-40.7pp | 80.3%-48.8pp |
| Annual return | 22.72% | 46.00%-23.3pp | 33.75%-11.0pp | 373.84%-351.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,932 | $4,685-16.1% | $3,881+1.3% | $6,713-41.4% |
| Admin fee / account holder | $90 | $4,247-97.9% | $3,070-97.1% | $11,407-99.2% |