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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 | $70,050 | $110,379-36.5% | $102,412-31.6% | $145,884-52.0% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,365 | $4,216-67.6% | $3,870-64.7% | $4,662-70.7% |
| Participant deferral / active EE | $3,977 | $5,622-29.3% | $5,060-21.4% | $6,690-40.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |