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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 | $16,742 | $23,470-28.7% | - | $80,959-79.3% |
| Participation rate | 8.8% | 45.4%-36.6pp | - | 67.7%-58.8pp |
| Annual return | 15.08% | 12.16%+2.9pp | - | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,294-100.0% | - | $2,757-100.0% |
| Participant deferral / active EE | $966 | $1,435-32.7% | - | $4,300-77.5% |
| Admin fee / account holder | $0 | $1,952-100.0% | - | $6,925-100.0% |