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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 | $57,146 | $95,188-40.0% | $76,518-25.3% | $135,380-57.8% |
| Participation rate | 38.5% | 74.4%-35.9pp | 68.0%-29.5pp | 82.6%-44.2pp |
| Annual return | -2.08% | 4.85%-6.9pp | -0.27%-1.8pp | 519.81%-521.9pp |
| Employer contribution / active EE | $608 | $3,303-81.6% | $2,647-77.0% | $4,779-87.3% |
| Participant deferral / active EE | $3,215 | $4,640-30.7% | $3,836-16.2% | $5,609-42.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |