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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 | $77,602 | $99,875-22.3% | $146,866-47.2% | $86,983-10.8% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 19.86% | 28.10%-8.2pp | 102.85%-83.0pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,431 | $6,322-45.7% | $7,759-55.8% | $4,194-18.2% |
| Admin fee / account holder | $103 | $7,838-98.7% | $13,620-99.2% | $7,856-98.7% |