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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 | $7,678 | $75,541-89.8% | $152,093-95.0% | $82,637-90.7% |
| Participation rate | 46.4% | 66.5%-20.1pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 0.00% | 32.56%-32.6pp | 66.36%-66.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,847 | $2,622-29.6% | $4,175-55.8% | $2,552-27.6% |
| Participant deferral / active EE | $1,655 | $3,206-48.4% | $5,451-69.6% | $4,126-59.9% |
| Admin fee / account holder | $243 | $6,405-96.2% | $14,497-98.3% | $7,339-96.7% |