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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 | $21,676 | $81,331-73.3% | $155,534-86.1% | $80,935-73.2% |
| Participation rate | 49.0% | 66.3%-17.2pp | 78.2%-29.2pp | 67.7%-18.6pp |
| Annual return | 13.78% | 33.37%-19.6pp | 64.92%-51.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,679 | $3,454-22.5% | $5,630-52.4% | $4,299-37.7% |
| Admin fee / account holder | $136 | $7,999-98.3% | $15,900-99.1% | $6,924-98.0% |