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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 | $38,983 | $75,962-48.7% | $154,111-74.7% | $64,173-39.3% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -7.91% | 30.32%-38.2pp | 735.18%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,450 | $3,350-56.7% | $5,298-72.6% | $2,381-39.1% |
| Participant deferral / active EE | $2,555 | $3,175-19.5% | $5,081-49.7% | $3,470-26.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |