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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 | $42,228 | $129,959-67.5% | $104,301-59.5% | $134,532-68.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -19.02% | 42.04%-61.1pp | 24.61%-43.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,098 | $5,589+80.7% | $4,626+118.3% | $6,401+57.8% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |