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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 | $32,527 | $75,832-57.1% | $147,617-78.0% | $59,633-45.5% |
| Participation rate | 68.6% | 71.6%-3.0pp | 84.6%-16.0pp | 68.7%-0.1pp |
| Annual return | -1.58% | 0.37%-1.9pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $577 | $3,485-83.4% | $5,564-89.6% | $2,203-73.8% |
| Participant deferral / active EE | $1,606 | $3,131-48.7% | $4,895-67.2% | $3,192-49.7% |
| Admin fee / account holder | $192 | $5,986-96.8% | $11,612-98.3% | $4,297-95.5% |