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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 | $21,311 | $75,962-71.9% | $154,108-86.2% | $64,173-66.8% |
| Participation rate | 36.1% | 70.4%-34.3pp | 83.0%-46.9pp | 69.6%-33.5pp |
| Annual return | -5.41% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,572 | $3,175-19.0% | $5,081-49.4% | $3,470-25.9% |
| Admin fee / account holder | $239 | $5,589-95.7% | $13,411-98.2% | $4,887-95.1% |