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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 | $18,145 | $107,806-83.2% | $90,655-80.0% | $135,382-86.6% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.0%-15.7pp | 82.6%-24.3pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,332 | $3,018-55.9% | $2,532-47.4% | $4,779-72.1% |
| Participant deferral / active EE | $4,188 | $3,872+8.2% | $3,425+22.3% | $5,609-25.3% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |